Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Craig? Claim Your ProfileCraig Daniel Saurer is a financial advisor with over 20 years of experience in the industry. Craig currently works at First Citizens Investor Services, Inc. based out of the Raleigh branch. Prior to this role, Craig worked at PNC Investments in Pittsburgh, Pennsylvania, and TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC in Charlotte, North Carolina. Craig offers a wide range of services to individuals, corporations and businesses. Craig has a strong understanding of the financial markets and a commitment to providing personalized advice to help clients reach their financial goals.
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.
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.
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2
NC
05/29/2024 - Present
First Citizens Investor Services, Inc. (Raleigh NC)
PA
03/03/2016 - 04/11/2024
PNC INVESTMENTS (PITTSBURGH PA)
NC
05/13/2004 - 10/19/2015
TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC (CHARLOTTE NC)
NY
05/10/2002 - 05/05/2004
MONY SECURITIES CORPORATION (NEW YORK NY)
IA
Issued 07/21/2006
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/17/2002
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/22/2005
Series 7 - General Securities Representative Examination
BC
Issued 05/09/2002
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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