Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Craig? Claim Your ProfileCraig C. Eagleson is a financial advisor who has been in the industry since September 2, 2017. Craig currently works at Oneamerica Securities, Inc. Craig has worked in the financial services industry for over a decade, previously working at Merrill Lynch, Pierce, Fenner & Smith Incorporated and Allstate Financial Services, LLC. Craig specializes in providing a variety of financial services, including portfolio management for individuals and businesses, financial planning and educational seminars. Craig is registered to offer securities and investment advisory services in New Jersey and Pennsylvania.
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
IN
08/16/2023 - Present
Oneamerica Securities, Inc. (INDIANAPOLIS IN)
NJ
06/07/2018 - 11/30/2021
ALLSTATE FINANCIAL SERVICES, LLC (Morris Plains NJ)
NJ
11/09/2015 - 04/25/2018
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (ISELIN NJ)
BOTH
Issued 01/19/2016
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/17/2022
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 12/17/2022
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 12/17/2022
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/09/2015
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Craig Eagleson is the right advisor for you? Invested Better is here to help.
