Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Craig? Claim Your ProfileCraig Adam Knapp is a financial advisor who has been working in the industry since 2019. Craig is currently registered with Charles Schwab & CO., Inc. Prior to joining Charles Schwab, Craig was an advisor with TD Ameritrade, Inc. Craig is licensed to sell securities in Nebraska and holds the Series 7TO, SIE, and Series 63 licenses.
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.
Wrap fee program sponsor and financial planning advisor referral program
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.
Asset based fees for wrap pgrms & subsc pricing for fin planning
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2
NE
01/18/2022 - Present
Charles Schwab & CO., Inc. (Omaha NE)
NE
05/04/2020 - 01/18/2022
TD AMERITRADE, INC. (OMAHA NE)
NE
12/12/2019 - 05/11/2020
TD AMERITRADE CLEARING, INC. (OMAHA NE)
BC
Issued 03/03/2020
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/12/2019
Series 7TO - General Securities Representative Examination
BC
Issued 04/26/2019
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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