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 Theis is a financial advisor with Colliers Securities LLC. He is based in Minneapolis, Minnesota and has been in the financial services industry since July 2004. Craig is a Series 50, 52, 53, 7 and SIE licensed advisor and specializes in providing financial planning and investment advice to individuals and businesses.
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.
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.
A percentage of the total value of assets under management is charged.
1
2
MN
05/01/2012 - Present
Colliers Securities LLC (MINNEAPOLIS MN)
MN
07/02/2004 - 04/30/2012
PIPER JAFFRAY & CO. (MINNEAPOLIS MN)
BC
Issued 12/18/2023
Series 53 - Municipal Securities Principal Examination
BC
Issued 01/02/2023
Series 52TO - Municipal Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/25/2016
Series 50 - Municipal Advisor Representative Qualification Exam
BC
Issued 07/01/2004
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
Not sure Craig Theis is the right advisor for you? Invested Better is here to help.
