Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Craig? Claim Your ProfileCraig Houck is a financial advisor at Osaic Wealth, Inc. Craig has over 20 years of experience in the financial services industry. Craig's primary focus is providing financial advice to individuals, businesses, and retirement plans. Craig also offers insurance products and works with non-profit organizations as a board member and treasurer.
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
NY
06/09/2023 - Present
Osaic Wealth, Inc. (FAIRPORT NY)
NY
02/15/2002 - 03/04/2009
AXA ADVISORS, LLC (ROCHESTER NY)
NA
02/29/1996 - 04/01/1998
EQ FINANCIAL CONSULTANTS, INC.
NA
02/29/1996 - 04/01/1998
THE EQUITABLE LIFE ASSURANCE SOCIETY OF THE UNITED STATES
NY
02/28/1996 - 04/01/1998
EQ FINANCIAL CONSULTANTS, INC. (NEW YORK NY)
NY
02/28/1996 - 04/01/1998
THE EQUITABLE LIFE ASSURANCE SOCIETY OF THE UNITED STATES (NEW YORK NY)
IA
Issued 02/13/2017
Series 65 - Uniform Investment Adviser Law Examination
BOTH
Issued 02/27/2002
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/06/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/30/2003
Series 53 - Municipal Securities Principal Examination
BC
Issued 03/31/2003
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/14/2002
Series 7 - General Securities Representative Examination
BC
Issued 02/26/1996
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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