Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Craig? Claim Your ProfileCraig Breitsprecher is a financial advisor with Private Advisor Group, LLC based in Morristown, NJ. Craig has been in the financial services industry since March 2011. Craig holds Series 63, 66 and 7 licenses and is registered in several states including Colorado, Connecticut, Florida, Massachusetts, North Carolina, Pennsylvania, Rhode Island, South Carolina, Tennessee, Virginia and Washington. Craig's previous experience includes Independent Financial Group, LLC and LPL Financial LLC. Craig focuses on investment advisory services, financial planning, pension consulting, educational seminars, selection of other advisors and portfolio management for businesses and individuals.
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.
Solicitation/referral
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.
Solicitor/referral fees
1
2
NJ
07/12/2017 - Present
Private Advisor Group, LLC (MORRISTOWN NJ)
CT
03/14/2014 - 07/12/2017
INDEPENDENT FINANCIAL GROUP, LLC (HARTFORD CT)
CT
03/09/2011 - 03/21/2014
LPL FINANCIAL LLC (HARTFORD CT)
BOTH
Issued 09/09/2011
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/25/2011
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/08/2011
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Craig Breitsprecher is the right advisor for you? Invested Better is here to help.
