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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Craig? Claim Your ProfileCraig Aaron Slaubaugh is a financial advisor with The Coury Firm. Craig has over 10 years of experience in the financial services industry, specializing in working with high-net-worth individuals, families, and businesses. Craig is a Certified Financial Planner and holds both Series 7 and Series 66 licenses. Craig has a deep understanding of the financial markets and is committed to providing his clients with personalized financial advice and investment strategies.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Advice on matters not involving securities. see part 1 section 6.b.(3)
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.
Fees calculated based on the performance of your investments relative to a benchmark.
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2
PA
07/01/2024 - Present
THE Coury Firm (PITTSBURGH PA)
PA
07/11/2018 - 06/04/2021
PURSHE KAPLAN STERLING INVESTMENTS (Warrendale PA)
PA
10/10/2017 - 06/21/2018
KEY INVESTMENT SERVICES LLC (PITTSBURGH PA)
PA
08/16/2016 - 08/25/2017
PNC INVESTMENTS (OAKMONT PA)
PA
12/19/2013 - 07/11/2016
LINCOLN INVESTMENT (PITTSBURGH PA)
IA
Issued 08/18/2015
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/07/2014
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/19/2024
Series 7TO - General Securities Representative Examination
BC
Issued 01/19/2024
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/25/2017
Series 7 - General Securities Representative Examination
BC
Issued 12/19/2013
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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