Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Craig? Claim Your ProfileCraig Arfsten has over 20 years of experience in the financial services industry. Craig is currently registered with LPL Financial LLC as a Registered Representative and Investment Advisor Representative. Previously, Craig worked for Morgan Stanley Smith Barney and Citigroup Global Markets Inc. Craig has a strong background in securities and investment advisory services, and he is committed to providing his clients with personalized financial planning and investment management solutions. Craig's experience and knowledge allows him to provide clients with a variety of financial services, including investment planning, retirement planning, college savings planning, and 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.
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.
Consulting and other non-discretionary advisory services
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
CO
07/09/2009 - Present
LPL Financial LLC (GREENWOOD VILLAGE CO)
CO
06/01/2009 - 07/23/2009
MORGAN STANLEY SMITH BARNEY (ENGLEWOOD CO)
CO
10/21/1998 - 06/01/2009
CITIGROUP GLOBAL MARKETS INC. (ENGLEWOOD CO)
IA
Issued 10/30/1998
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/21/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/21/2008
Series 31 - Futures Managed Funds Examination
BC
Issued 10/20/1998
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Craig Arfsten is the right advisor for you? Invested Better is here to help.
