The CFG Citizens Financial Group Investments Team

 

 

 

 

 

 

 

 

 

 

                                                            

 

 

Kerry Craig
Investment Executive

Kerry Craig
Financial Experience:

  • CFG  Citizens Financial Group  Investments/Cetera Investment Services (2007 –Present)Investment Executive Representative
  • Franklin Investment Professionals (2005 –2007)Licensed Sales Assistant
  • PrimeVest Financial Services, Inc. (2004 –2005)Licensed Sales Assistant
  • First National Bank of Athens/Franklin Bank (1998 –2007)

Registration and Licenses:

  • Series 7 (General Securities Representative)
  • Series 63 (Uniform Securities Agent State Law)
  • Group 1 (Life, Accident, Health & HMO Insurance)

Educational Background:

  • Wichita State University

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Paige Matlock
Investment Executive

Paige MatlockFinancial Experience:

  • CFG  Citizens Financial Group Investments/Cetera Investment Services (1997 –Present)Investment Executive Representative
  • Citizens National Bank (1984 –Present)

Registration and Licenses:

  • Series 7 (General Securities Representative)
  • Series 63 (Uniform Securities Agent State Law)
  • Group 1 (Life, Accident, Health & HMO Insurance)

Educational Background:

  • Tyler Jr. College

 

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Vickie Boggio
Investment Executive

Financial Experience:

  • CFG Citizens Financial Group Investments / Cetera Investment Services LLC (2013-Present) Investment Executive
  • BBVA Compass Investment Solutions, Inc (2011-2013) Associate Personal Investment Officer
  • BBVA Compass Bank (formerly Guaranty Bank) (2006-2010) Licensed Banker
  • New York Life (2005-2006) Life Insurance Agent / Registered Rep
  • Johnson Financial Group (2001-2005) Licensed Sales Assistant

Registration and Licenses:

  • Series 7 (General Securities Representative)
  • Series 63 (Uniform Securities Agent State Law)
  • Group 1 (Life, Accident,Health & HMO Insurance)

Educational Background:

  • Panola Jr. College
  • Tyler Jr. College                                                            

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