Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Craig? Claim Your ProfileCraig A. Montanari is a financial advisor with over 16 years of experience in the industry. Craig is registered with Commonwealth Financial Network. Craig has been a registered representative since February 2005. Craig has been a registered investment advisor since June 2016. Craig is currently registered in 16 states. Craig offers a variety of financial services to individuals and businesses, including financial planning, portfolio management, and retirement planning. Craig is committed to providing his clients with personalized financial advice and helping them achieve their financial goals. Craig's previous firm was MML Investors Services, LLC. Craig is registered to sell securities in Alaska, Arizona, California, Connecticut, Florida, Maine, Massachusetts, Nevada, New Hampshire, New Jersey, North Carolina, Pennsylvania, Rhode Island, Tennessee, Vermont and Washington.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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CT
06/03/2021 - Present
Commonwealth Financial Network (North Haven CT)
CT
02/21/2005 - 06/03/2021
MML INVESTORS SERVICES, LLC (NORTH HAVEN CT)
IA
Issued 06/21/2016
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/24/2005
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/18/2005
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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