Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Craig? Claim Your ProfileCraig Anthony Osborne has been a registered representative for over 27 years. Craig is currently registered with First Citizens Investor Services, Inc. and has been associated with the firm since 2002. Prior to that, Craig worked for TD Waterhouse Investor Services, Inc. in Omaha, Nebraska from 1995 to 2002. Craig has a wide range of experience in the financial services industry, and holds multiple licenses and certifications.
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.
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
NC
01/04/2022 - Present
First Citizens Investor Services, Inc. (Raleigh NC)
NE
05/30/1995 - 03/08/2002
TD WATERHOUSE INVESTOR SERVICES, INC. (OMAHA NE)
BOTH
Issued 01/03/2022
Series 66 - Uniform Combined State Law Examination
BC
Issued 06/09/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 14 - Compliance Officer Examination
BC
Issued 01/02/2023
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 01/02/2023
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 07/02/2011
Series 4 - Registered Options Principal Examination
BC
Issued 03/01/2010
Series 53 - Municipal Securities Principal Examination
BC
Issued 04/29/2008
Series 24 - General Securities Principal Examination
BC
Issued 06/30/1997
Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/26/1995
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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