Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Craig? Claim Your ProfileCraig Roth is an Investment Advisor Representative with B.o.s.s. Retirement Advisors, LLC. Craig has been in the industry for over 25 years. Craig has experience with CUNA Brokerage Services, Inc., Merrill Lynch, Pierce, Fenner & Smith Incorporated, E*TRADE Securities LLC, Kovack Securities Inc., Citigroup Global Markets Inc., Olde Discount Corporation, Investors Associates, Inc., and Chatfield Dean & Co., Inc. Craig is a registered Investment Advisor in Washington.
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.
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.
Referral fees
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2
UT
04/18/2024 - Present
B.o.s.s. Retirement Advisors, LLC (LEHI UT)
WA
06/01/2017 - 04/17/2018
CUNA BROKERAGE SERVICES, INC. (Seattle WA)
WA
05/07/2013 - 02/24/2015
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (WOODINVILLE WA)
GA
11/30/2011 - 04/17/2013
E*TRADE SECURITIES LLC (ALPHARETTA GA)
GA
06/23/2006 - 11/30/2011
KOVACK SECURITIES INC. (ALPHARETTA GA)
GA
05/30/1996 - 07/13/2006
CITIGROUP GLOBAL MARKETS INC. (ALPHARETTA GA)
MI
04/03/1993 - 06/05/1996
OLDE DISCOUNT CORPORATION (DETROIT MI)
NJ
08/12/1992 - 03/30/1993
INVESTORS ASSOCIATES, INC. (HACKENSACK NJ)
CO
08/12/1991 - 07/02/1992
CHATFIELD DEAN & CO., INC. (GREENWOOD VILLAGE CO)
BC
Issued 05/25/2017
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 11/14/1996
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/08/1994
Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)
BC
Issued 09/23/1992
Series 4 - Registered Options Principal Examination
BC
Issued 04/17/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/22/2017
Series 7 - General Securities Representative Examination
BC
Issued 06/19/1998
Series 31 - Futures Managed Funds Examination
Active
Inactive
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