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 over 25 years of experience in the financial industry. Craig's career began at Merrill Lynch in 1997 and since then Craig has worked for a number of firms including Charles Schwab & CO., Inc. and Morgan Stanley. Currently, Craig is registered with Charles Schwab & CO., Inc. and is licensed in 49 states. Craig has earned his Series 7, 9, 10, 63, and 66 licenses and has experience in both the securities and investment advisory businesses. Craig has a broad background in financial planning and provides financial planning services to his clients.
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
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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 7/25/2022
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/3/2005
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 7/9/2007
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 5/29/2007
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 7/2/1997
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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