Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Craig? Claim Your ProfileCraig Jensen is a Registered Investment Advisor representative with Round Rock Advisors LLC. Craig has been in the industry since November 1999. Craig has experience providing financial planning, portfolio management, and selection of other advisors services to individual clients, high net worth individuals, charitable organizations, and corporations or other businesses. Craig is registered in the state of Connecticut.
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.
Helps you choose top advisors aligned with your financial goals.
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.
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CT
01/24/2020 - Present
Round Rock Advisors LLC (WILTON CT)
IA
Issued 06/24/2015
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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