Unclaimed
Craig Bradford Eastwood is a financial advisor with over 25 years of experience in the industry. Craig has worked with Ameriprise Financial Services, LLC since 2020. Prior to joining Ameriprise, Craig worked with Securities America, Inc., Merrill Lynch, Pierce, Fenner & Smith Incorporated and Legg Mason Wood Walker, Incorporated. Craig holds a Series 7, Series 10, Series 9, Series 31, and Series 66 license, as well as the SIE exam. Craig provides financial planning, portfolio management, and educational seminars to clients.
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.
Asset allocation 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.
A percentage of the total value of assets under management is charged.
1
2
PA
02/09/2024 - Present
Ameriprise Financial Services, LLC (HERSHEY PA)
PA
02/03/2009 - 07/19/2011
SECURITIES AMERICA, INC. (SEWICKLEY PA)
PA
08/25/2006 - 12/08/2008
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW KENSINGTON PA)
PA
04/02/2001 - 08/28/2006
MORGAN STANLEY DW INC. (MOUNTOURSVILLE PA)
MD
09/29/1997 - 04/11/2001
LEGG MASON WOOD WALKER, INCORPORATED (BALTIMORE MD)
BOTH
Issued 10/13/1997
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/16/2001
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 08/07/2001
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/21/2003
Series 31 - Futures Managed Funds Examination
BC
Issued 09/26/1997
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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