Unclaimed
Craig Daniel Laday is a financial advisor with over 30 years of experience in the industry. Craig is a Registered Representative and Investment Advisor Representative. Craig has worked with LPL Financial LLC since February 2019. Prior to that, Craig was with Ameriprise Financial Services, Inc. Craig's experience includes work with high net worth individuals, corporations, and pension and profit-sharing plans. Craig is a Registered Principal and has held the Series 7, 6, 10, 9, and 24 licenses.
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.
Consulting and other non-discretionary advisory 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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
NJ
10/14/2021 - Present
LPL Financial LLC (WALL TOWNSHIP NJ)
NJ
12/02/1987 - 03/08/2019
AMERIPRISE FINANCIAL SERVICES, INC. (FREEHOLD NJ)
MN
12/02/1987 - 07/03/2006
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
BC
Issued 08/17/1988
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/20/2002
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 07/26/2002
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 07/02/1993
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/15/1988
Series 7 - General Securities Representative Examination
BC
Issued 11/30/1987
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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