Unclaimed
Craig Alan Hyldahl is a financial advisor with Equitable Advisors, LLC. Craig has been in the financial services industry since 1983, holding various roles at different firms, including Roosevelt & Cross, Incorporated, First Albany Corporation, and The Equitable Life Assurance Society of the United States. Craig has been registered with Equitable Advisors since 1999 and holds licenses for various investment products. Craig specializes in financial planning, pension consulting, and educational seminars. Craig is a CERTIFIED DIVORCE FINANCIAL ANALYST and a Managing Partner at R.I.C.H. Planning Group LLC.
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.
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.
1
2
NJ
05/23/2024 - Present
Equitable Advisors, LLC (EDISON NJ)
NY
09/25/1990 - 01/05/2000
THE EQUITABLE LIFE ASSURANCE SOCIETY OF THE UNITED STATES (NEW YORK NY)
NY
11/02/1987 - 07/11/1990
FIRST ALBANY CORPORATION (NEW YORK NY)
NA
04/19/1983 - 10/30/1987
ROOSEVELT & CROSS, INCORPORATED
IA
Issued 06/28/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/16/1985
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/16/1983
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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