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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Craig? Claim Your ProfileCraig Coen is a financial advisor with over 20 years of experience in the financial services industry. Craig is currently registered as a Registered Representative and Investment Advisor Representative with Cetera Investment Advisers LLC. Craig is also licensed in 38 states and offers a wide range of financial services, including financial planning, portfolio management, and retirement planning. Craig has earned the Chartered Financial Consultant (ChFC) designation, which demonstrates his commitment to professional development. In addition to his work at Cetera, Craig also serves on the board of directors for the University of Central Missouri Alumni Foundation.
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.
A percentage of the total value of assets under management is charged.
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MO
03/21/2024 - Present
Cetera Investment Advisers LLC (WARRENSBURG MO)
MO
12/01/2001 - 12/23/2010
U.S. BANCORP INVESTMENTS, INC. (CAMDENTON MO)
NJ
08/16/2001 - 12/01/2001
FIRSTAR INVESTMENT SERVICES,INC. (MORRIS PLAINS NJ)
IA
Issued 3/1/2006
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/1/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 6/17/2002
Series 7 - General Securities Representative Examination
BC
Issued 8/15/2001
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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