Unclaimed
Craig Dayton Couch is a financial advisor who is registered with Cambridge Investment Research Advisors, Inc. in Grafton, OH. Craig has been in the financial services industry since January 2009 and is currently registered with Cambridge Investment Research Advisors, Inc., Citizens Securities, Inc., The Huntington Investment Company, LPL Financial LLC, and FirstMerit Financial Services, Inc. Craig is licensed to sell securities in Florida, Ohio, South Carolina, and Virginia. Craig has a Series 66, Series 7, and SIE license. Craig Couch is a member of the Financial Industry Regulatory Authority (FINRA) and the Securities Investor Protection Corporation (SIPC).
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.
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.
Solicitation fees from 3rd party money managers
1
2
OH
05/15/2020 - Present
Cambridge Investment Research Advisors, Inc. (Grafton OH)
OH
04/25/2017 - 05/15/2020
CITIZENS SECURITIES, INC. (FAIRVIEW PARK OH)
OH
02/01/2017 - 04/26/2017
THE HUNTINGTON INVESTMENT COMPANY (LAGRANGE OH)
OH
09/18/2013 - 02/01/2017
LPL FINANCIAL LLC (WELLINGTON OH)
OH
12/07/2010 - 09/18/2013
FIRSTMERIT FINANCIAL SERVICES, INC (STRONGSVILLE OH)
OH
01/21/2009 - 12/02/2010
EDWARD JONES (BEREA OH)
BOTH
Issued 01/30/2009
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/20/2009
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Craig Couch is the right advisor for you? Invested Better is here to help.