Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Craig? Claim Your ProfileCraig Carlson is a registered representative and investment advisor representative with Mutual of Omaha Investor Services, Inc. Craig is a licensed real estate agent in Nebraska and holds a Series 66, Series 7TO, and SIE licenses. Craig has been in the financial services industry since 2020. Craig's current affiliations include Mutual of Omaha Investor Services, Inc. and Colliers International. Craig has 1 approved state registration and 1 approved SRO registration.
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.
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.
Promoter fees and third party money manager fees
1
2
NE
10/07/2020 - Present
Mutual OF Omaha Investor Services, Inc. (OMAHA NE)
BOTH
Issued 10/02/2020
Series 66 - Uniform Combined State Law Examination
BC
Issued 05/08/2020
Series 7TO - General Securities Representative Examination
BC
Issued 01/31/2020
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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