Unclaimed
Craig Moore is a financial advisor who is registered with Cambridge Investment Research Advisors, Inc. Craig has been in the financial industry since 2011. Craig's primary office is located in State College, Pennsylvania. Craig has offices in several locations in Pennsylvania and is also registered to provide financial advice in several other states including Florida, New Jersey, Ohio, Pennsylvania, and Virginia.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Solicitation fees from 3rd party money managers
1
2
PA
06/29/2018 - Present
Cambridge Investment Research Advisors, Inc. (State College PA)
PA
03/27/2012 - 07/03/2018
PNC INVESTMENTS (STATE COLLEGE PA)
PA
02/18/2011 - 02/27/2012
MML INVESTORS SERVICES, LLC (STATE COLLEGE PA)
IA
Issued 10/15/2013
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/09/2011
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/11/2014
Series 7 - General Securities Representative Examination
BC
Issued 02/17/2011
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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