Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Brian? Claim Your ProfileBrian Jon Craig is a financial advisor with Eagle Strategies LLC. Brian has been in the financial services industry since June 14, 2009. Brian has a Series 6, 7, 24 and 66 license. Brian is registered with the following states: Arizona, Colorado, Iowa, Minnesota, Montana, Nebraska, Oklahoma, South Dakota, Texas, Washington, and Wyoming. Brian is also registered with the state of Minnesota as an investment advisor representative. Brian specializes in providing financial advice to individuals, high net worth individuals, corporations, charitable organizations, and pension and profit sharing plans. Brian holds a Chartered Financial Consultant designation. Brian is also involved in cryptocurrency investing.
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.
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MN
03/19/2014 - Present
Eagle Strategies LLC (EDINA MN)
BOTH
Issued 11/11/2013
Series 66 - Uniform Combined State Law Examination
BC
Issued 6/19/2009
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 8/24/2015
Series 24 - General Securities Principal Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/22/2012
Series 7 - General Securities Representative Examination
BC
Issued 6/11/2009
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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