Unclaimed
Abby Craig is a financial advisor registered with Cetera Investment Advisers LLC. Abby has been in the financial services industry for over 14 years. Abby has a wide range of experience in helping clients with their financial goals. Abby works with a variety of clients, including high net worth individuals, corporations and other businesses, charitable organizations, and pension and profit-sharing plans. Abby holds Series 7, 6, 63 and 66 securities licenses.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
1
2
OR
07/22/2019 - Present
Cetera Investment Advisers LLC (TIGARD OR)
OR
09/02/2005 - 06/20/2019
FORESTERS FINANCIAL SERVICES, INC. (BEAVERTON OR)
BOTH
Issued 6/4/2019
Series 66 - Uniform Combined State Law Examination
BC
Issued 9/12/2005
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 5/28/2013
Series 7 - General Securities Representative Examination
BC
Issued 9/1/2005
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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