Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Craig? Claim Your ProfileCraig Boswell Voorhees is an investment advisor representative with Equitable Advisors, LLC. Craig has been in the financial services industry since 2011. Craig is registered with the state of California, Florida, Indiana, Michigan, and Ohio. Craig holds the Series 63, Series 65, Series 7, Series 24, and SIE licenses. Craig works with individuals, high-net-worth individuals, corporations or other businesses, charitable organizations, and pension and profit-sharing plans. Craig offers a variety of financial services including financial planning, portfolio management, and educational seminars. Craig has been recognized as a Partner/Sales Coach with CoverLink Insurance since March 2017.
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.
1
2
OH
12/08/2016 - Present
Equitable Advisors, LLC (BURTON OH)
IA
Issued 12/02/2016
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/19/2016
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/25/2017
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/30/2011
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Craig Voorhees is the right advisor for you? Invested Better is here to help.
