Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Craig? Claim Your ProfileCraig Alan Burtis is a financial advisor with over 25 years of experience in the financial services industry. Craig currently works with Global Retirement Partners LLC. Craig has a wide range of experience, including working with private clients, corporations, and retirement plans. Craig specializes in providing financial planning, investment management, and retirement planning services. Craig has held prior positions with Private Client Services, LLC, Cambridge Investment Research, Inc., New England Securities, Princor Financial Services Corporation, and Northwestern Mutual Investment Services, LLC. Craig holds a Series 6, Series 7, Series 26, and Series 63 license and is also a Registered Investment Advisor.
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.
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.
A percentage of the total value of assets under management is charged.
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CA
10/18/2021 - Present
Global Retirement Partners LLC (SAN RAFAEL CA)
IA
04/25/2018 - 11/01/2021
PRIVATE CLIENT SERVICES, LLC (Hiawatha IA)
IA
11/14/2011 - 04/30/2018
CAMBRIDGE INVESTMENT RESEARCH, INC. (Hiawatha IA)
IA
05/30/2002 - 11/22/2011
NEW ENGLAND SECURITIES (CEDAR RAPIDS IA)
IA
02/05/2001 - 05/20/2002
PRINCOR FINANCIAL SERVICES CORPORATION (DES MOINES IA)
WI
09/16/1996 - 01/10/2001
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (MILWAUKEE WI)
IA
Issued 01/27/2005
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/27/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/02/2024
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/11/2005
Series 7 - General Securities Representative Examination
BC
Issued 09/13/1996
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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