Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Craig? Claim Your ProfileCraig Sours is an investment advisor representative with Charles Schwab & CO., Inc. located in Lone Tree, CO. Craig has been in the securities industry since 1997. Previously, Craig was associated with MORGAN STANLEY, Charles Schwab & CO., INC., OPPENHEIMERFUNDS DISTRIBUTOR, INC. and MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED. Craig holds licenses for Series 7, Series 9, Series 10, Series 63, and Series 66 and is registered with the state of Colorado for investment advisory services.
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.
Wrap fee program sponsor and financial planning advisor referral program
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.
Asset based fees for wrap pgrms & subsc pricing for fin planning
1
2
CO
07/23/2024 - Present
Charles Schwab & CO., Inc. (Lone Tree CO)
CO
07/08/2022 - 07/07/2023
MORGAN STANLEY (Greenwood Village CO)
CO
01/31/2005 - 07/17/2022
CHARLES SCHWAB & CO., INC. (Lone Tree CO)
NY
09/20/2001 - 01/05/2005
OPPENHEIMERFUNDS DISTRIBUTOR, INC. (NEW YORK NY)
TX
05/10/2000 - 07/05/2001
CHARLES SCHWAB & CO., INC. (WESTLAKE TX)
NY
07/03/1997 - 03/28/2000
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
BOTH
Issued 07/25/2022
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/03/2005
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/09/2007
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 05/29/2007
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/02/1997
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
Not sure Craig Sours is the right advisor for you? Invested Better is here to help.
