Unclaimed
Craig Albert Kishel is a financial advisor with GWN Securities Inc. based in PALM BEACH GARDENS, FL. Craig has been in the industry since 1999 and has a wide range of experience in financial planning, market timing, and selection of other advisors. Craig has also worked with PLANMEMBER SECURITIES CORPORATION, ING FINANCIAL ADVISERS, LLC, STUART SECURITIES CORP., WASHINGTON SQUARE SECURITIES, INC. and IRM DISTRIBUTORS, INC. He is registered with FINRA and holds the Series 6 and Series 63 licenses, as well as the SIE exam.
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.
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.
In lieu of hourly fee, ia can charge a flat fee
1
2
FL
07/31/2013 - Present
GWN Securities Inc. (PALM BEACH GARDENS FL)
FL
09/28/2010 - 07/08/2013
GWN SECURITIES INC. (PALM BEACH GARDENS FL)
CO
10/11/2007 - 09/29/2010
PLANMEMBER SECURITIES CORPORATION (DENVER CO)
CO
10/02/2006 - 10/10/2007
ING FINANCIAL ADVISERS, LLC (DENVER CO)
CO
06/13/2003 - 09/25/2006
STUART SECURITIES CORP. (DENVER CO)
CT
03/08/2001 - 06/30/2003
WASHINGTON SQUARE SECURITIES, INC. (WINDSOR CT)
CA
05/22/2000 - 10/04/2000
PLANMEMBER SECURITIES CORPORATION (CARPINTERIA CA)
CT
04/04/2000 - 06/16/2000
WASHINGTON SQUARE SECURITIES, INC. (WINDSOR CT)
CA
03/09/1999 - 04/07/2000
IRM DISTRIBUTORS, INC. (CARPINTERIA CA)
BC
Issued 05/14/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/08/1999
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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