Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Craig? Claim Your ProfileCraig Marquardt is a financial advisor with over 17 years of experience in the industry. Craig is currently registered with LPL Financial LLC in Flemington, NJ. Craig has held previous positions with Wells Fargo Clearing Services, LLC, Merrill Lynch, Pierce, Fenner & Smith Incorporated, Wells Fargo Advisors, LLC, Chase Investment Services Corp, BANC of America Investment Services, Inc, and Wachovia Securities, LLC. Craig holds a Series 6, Series 7, Series 63, and Series 65 license. Craig also has a strong background in financial planning and portfolio management. Craig is dedicated to providing personalized financial advice and helping clients reach 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.
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.
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2
NJ
11/08/2023 - Present
LPL Financial LLC (FLEMINGTON NJ)
NJ
01/15/2016 - 11/13/2023
WELLS FARGO CLEARING SERVICES, LLC (BRANCHBURG NJ)
NJ
06/21/2011 - 01/19/2016
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (FLORHAM PARK NJ)
NJ
06/04/2008 - 06/03/2011
WELLS FARGO ADVISORS, LLC (NEW PROVIDENCE NJ)
NY
08/09/2007 - 10/11/2007
CHASE INVESTMENT SERVICES CORP. (NEW YORK NY)
NJ
12/08/2006 - 07/18/2007
BANC OF AMERICA INVESTMENT SERVICES, INC. (BRIDGEWATER NJ)
MO
12/06/2005 - 11/29/2006
WACHOVIA SECURITIES, LLC (ST. LOUIS MO)
IA
Issued 08/05/2011
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/11/2006
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/04/2011
Series 7 - General Securities Representative Examination
BC
Issued 12/05/2005
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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