Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Craig? Claim Your ProfileCraig Worcester is a financial advisor with MML Investors Services, LLC. Craig has been in the financial services industry for over 30 years. Craig has a Series 6, 7, 63 and 65 licenses, and has been registered with the SEC since 1991. He is active in the state of Maine. Craig has previously worked with Cantella & Co., Inc., Raymond James Financial Services, Inc., State Farm VP Management Corp., Infinex Investments, Inc., Uvest Financial Services Group, Inc., DiriGo Investments, Inc., McDonald Investments Inc., Key Investments Inc., Robert W. Baird & Co. Incorporated, and Northwestern Mutual Investment Services, Inc. Craig specializes in providing financial planning services to individuals, families, and businesses. He also provides portfolio management services for individuals and businesses. Craig has a passion for helping clients reach their financial goals.
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.
Asset allocation programs
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.
Solicitors fees
1
2
ME
06/14/2018 - Present
MML Investors Services, LLC (BANGOR ME)
ME
04/01/2016 - 06/15/2018
CANTELLA & CO., INC. (Ellsworth ME)
ME
08/07/2013 - 04/04/2016
RAYMOND JAMES FINANCIAL SERVICES, INC. (ELLSWORTH ME)
IL
10/21/2011 - 07/02/2013
STATE FARM VP MANAGEMENT CORP. (BLOOMINGTON IL)
ME
03/18/2008 - 09/21/2011
INFINEX INVESTMENTS, INC. (ELLSWORTH ME)
ME
07/24/2001 - 01/03/2008
UVEST FINANCIAL SERVICES GROUP, INC. (ELLSWORTH ME)
ME
06/12/2000 - 12/15/2000
DIRIGO INVESTMENTS, INC. (ELLSWORTH ME)
OH
05/14/1999 - 05/31/2000
MCDONALD INVESTMENTS INC. (CLEVELAND OH)
OH
12/05/1997 - 05/14/1999
KEY INVESTMENTS INC. (CLEVELAND OH)
WI
11/11/1991 - 10/15/1997
ROBERT W. BAIRD & CO. INCORPORATED (MILWAUKEE WI)
WI
08/03/1987 - 10/15/1997
NORTHWESTERN MUTUAL INVESTMENT SERVICES, INC. (MILWAUKEE WI)
IA
Issued 11/03/1998
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/05/1992
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/31/1998
Series 7 - General Securities Representative Examination
BC
Issued 07/31/1987
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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