Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Craig? Claim Your ProfileCraig Stevens is an investment advisor representative with Maine Center For Wealth Management, LLC. Craig has been in the industry since 2011 and has experience with financial planning, portfolio management for individuals and securities. Craig Stevens holds both Series 63 and Series 65 licenses as well as the SIE and Series 7 licenses. In addition to his role with Maine Center For Wealth Management, LLC, Craig Stevens is also an owner/manager of a property management business and an attorney, specializing in estate planning.
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.
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.
A percentage of the total value of assets under management is charged.
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ME
01/02/2015 - Present
Maine Center FOR Wealth Management, LLC (AUGUSTA ME)
ME
10/26/2011 - 12/31/2014
CADARET, GRANT & CO., INC. (AUGUSTA ME)
CA
06/27/2011 - 11/02/2011
TOWER SQUARE SECURITIES, INC. (EL SEGUNDO CA)
IA
Issued 10/24/2011
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/19/2011
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/31/2014
SIE - Securities Industry Essentials Examination
BC
Issued 06/24/2011
Series 7 - General Securities Representative Examination
Active
Inactive
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