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 Drees is a financial advisor with over 27 years of experience in the financial services industry. Craig holds a Series 6, Series 7, Series 26, and Series 63 license and is registered with Creative Financial Designs, Inc. in Ohio. Craig has a strong background in providing financial advice to individuals, families, and businesses. He is committed to helping his clients achieve their financial goals by offering a variety of services including portfolio management, financial planning, and investment advisory services.
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.
Seminars designed to boost your financial literacy and investment knowledge.
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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2
OH
04/09/2010 - Present
Creative Financial Designs, Inc. (FT LORAMIE OH)
OH
01/03/2003 - 04/14/2010
RAYMOND JAMES FINANCIAL SERVICES, INC. (FORT LORAMIE OH)
GA
04/12/2002 - 01/13/2003
WORLD GROUP SECURITIES, INC. (DULUTH GA)
GA
01/30/1995 - 04/12/2002
WMA SECURITIES, INC. (DULUTH GA)
BC
Issued 12/14/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/07/1998
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/23/2004
Series 7 - General Securities Representative Examination
BC
Issued 01/27/1995
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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