Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Craig? Claim Your ProfileCraig Emerson is a financial advisor with Cetera Investment Advisers LLC, a firm with offices in Schaumburg, Illinois. Craig Emerson has been in the financial industry since June 26, 2003. Craig Emerson is registered with FINRA and has a Series 7, Series 66 and SIE license. Craig Emerson is registered in 32 states to provide investment advice. The advisor has been with Cetera Investment Advisers LLC since June 2023. Prior to that Craig Emerson was with Cetera Advisor Networks LLC in El Segundo, California. Craig Emerson has also worked for Summit Brokerage Services, Inc., VSR Financial Services, Inc., and H. Beck, Inc.. Craig Emerson works with individual investors, high-net-worth individuals, corporations, charitable organizations, pension and profit-sharing plans, and state or municipal government entities.
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.
1
2
CO
06/29/2023 - Present
Cetera Investment Advisers LLC (GREENWOOD VILLAGE CO)
CO
09/01/2016 - 09/20/2019
SUMMIT BROKERAGE SERVICES, INC. (GREENWOOD VILLAGE CO)
CO
09/02/2016 - 11/02/2016
VSR FINANCIAL SERVICES, INC. (GREENWOOD VILLAGE CO)
CO
10/30/2009 - 09/01/2016
VSR FINANCIAL SERVICES, INC. (GREENWOOD VILLAGE CO)
CO
06/27/2003 - 11/04/2009
H. BECK, INC. (GREENWOOD VILLAGE CO)
BOTH
Issued 1/20/2004
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 6/25/2003
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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