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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Craig? Claim Your ProfileCraig Luchinetti is a financial advisor registered with Wells Fargo Clearing Services, LLC. Craig has been a financial advisor since 2005. Craig Luchinetti's current employment is with Wells Fargo Clearing Services, LLC. He has also previously worked at Wells Fargo Investments, LLC, Banc of America Investment Services, Inc., Countrywide Investment Services, Inc., and Wells Fargo Investments, LLC. Craig Luchinetti's registrations include Series 66, SIE, and Series 7 exams. Craig Luchinetti is licensed in 30 states.
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.
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.
Investment consulting services to institutional clients
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
WA
01/03/2011 - Present
Wells Fargo Clearing Services, LLC (SEATTLE WA)
WA
09/27/2010 - 01/03/2011
WELLS FARGO INVESTMENTS, LLC (LYNNWOOD WA)
WA
10/29/2008 - 04/28/2009
BANC OF AMERICA INVESTMENT SERVICES, INC. (SEATTLE WA)
WA
07/11/2007 - 09/03/2008
COUNTRYWIDE INVESTMENT SERVICES, INC. (SEATTLE WA)
WA
05/10/2004 - 07/12/2007
WELLS FARGO INVESTMENTS, LLC (LYNNWOOD WA)
BOTH
Issued 07/06/2004
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/07/2004
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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