Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Craig? Claim Your ProfileCraig Cole is a financial advisor with LPL Financial LLC in Oro Valley, Arizona. Craig has been in the financial services industry since March 14, 1983. Craig holds licenses in Series 6, Series 7, and Series 63. Craig is also a Chartered Financial Consultant. Craig has experience providing financial planning, consulting, and other non-discretionary advisory services to individuals, businesses, and charitable organizations.
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.
Consulting and other non-discretionary advisory services
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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AZ
03/10/2023 - Present
LPL Financial LLC (ORO VALLEY AZ)
AZ
03/25/2017 - 03/13/2023
MML INVESTORS SERVICES, LLC (ORO VALLEY AZ)
AZ
03/15/1983 - 03/25/2017
MSI FINANCIAL SERVICES, INC. (TUCSON AZ)
AZ
03/15/1983 - 07/09/2007
METROPOLITAN LIFE INSURANCE COMPANY (TUCSON AZ)
BC
Issued 05/31/1991
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/19/2000
Series 7 - General Securities Representative Examination
BC
Issued 03/11/1983
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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