Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Craig? Claim Your ProfileCraig Bond is a financial advisor who has been in the industry since December 27, 2003. Bond is currently registered with Fidelity Personal And Workplace Advisors. Bond is also registered with the state of Colorado and Texas. Craig has a Series 63 and Series 66 license and has a Certified Financial Planner designation. Bond's prior experience includes working at Securities America, Inc. and Charles Schwab & Co., Inc..
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.
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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2
CO
07/19/2022 - Present
Fidelity Personal AND Workplace Advisors (GREENWOOD VILLAGE CO)
CO
05/20/2020 - 04/22/2022
SECURITIES AMERICA, INC. (DENVER CO)
CO
06/18/2019 - 12/24/2019
CHARLES SCHWAB & CO., INC. (Lone Tree CO)
IN
07/21/2000 - 06/16/2014
CHARLES SCHWAB & CO., INC. (INDIANAPOLIS IN)
BC
Issued 07/15/2022
Series 63 - Uniform Securities Agent State Law Examination
BOTH
Issued 12/30/2009
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/15/2019
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 07/15/2019
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 12/07/2006
Series 24 - General Securities Principal Examination
BC
Issued 06/18/2019
Series 7TO - General Securities Representative Examination
BC
Issued 02/27/2019
SIE - Securities Industry Essentials Examination
BC
Issued 07/20/2000
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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