Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Brian? Claim Your ProfileBrian Craig is a financial advisor with Eagle Strategies LLC. Brian has been in the financial services industry since 2009 and has experience in the investment advisory and brokerage fields. Brian holds Series 6, 7, 24, 63, and 66 licenses and is registered to provide investment advisory services in Minnesota and Texas. Brian also holds the Chartered Financial Consultant designation. Brian has experience working with a variety of clients, including individuals, high-net-worth individuals, corporations, and charitable organizations. Brian provides a wide range of services to clients, including financial planning, investment management, and portfolio management. Brian is committed to providing clients with personalized financial advice and services.
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.
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
MN
03/19/2014 - Present
Eagle Strategies LLC (EDINA MN)
BOTH
Issued 11/11/2013
Series 66 - Uniform Combined State Law Examination
BC
Issued 06/19/2009
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/24/2015
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/22/2012
Series 7 - General Securities Representative Examination
BC
Issued 06/11/2009
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Brian Craig is the right advisor for you? Invested Better is here to help.
