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 Platt is a financial advisor at M Holdings Securities, Inc. with over 40 years of experience in the financial industry. Craig is registered in Michigan and Pennsylvania and has a Series 7, Series 63 and SIE licenses. Craig is a highly experienced professional with a strong track record of success. He is committed to providing personalized financial advice to help his clients achieve their financial goals.
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.
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2
MI
06/29/2001 - Present
M Holdings Securities, Inc. (KALAMAZOO MI)
MA
02/06/1997 - 07/11/2001
MUTUAL SERVICE CORPORATION (BOSTON MA)
FL
02/17/1995 - 02/06/1997
INVESTMENT MANAGEMENT & RESEARCH, INC (ST. PETERSBURG FL)
NY
10/20/1980 - 02/17/1995
EQUICO SECURITIES, INC. (NEW YORK NY)
NY
11/04/1974 - 02/17/1995
THE EQUITABLE LIFE ASSURANCE SOCIETY OF THE UNITED STATES (NEW YORK NY)
BC
Issued 03/30/1984
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/24/1974
Series 1 - Registered Representative Examination
Active
Inactive
F
FINRA
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