Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Craig? Claim Your ProfileCraig E. Loewenstein is a registered representative with Charles Schwab & CO., Inc.. Craig has been in the securities industry since 2008. Craig also holds a Series 66 license. The advisor also has a Series 7 license. Craig also has a Series 9 license. Craig also has a Series 10 license. Craig also has a Series 24 license. Craig is licensed in Colorado. Craig also has a Series 24 license. Craig also has a Series 9 license. Craig also has a Series 10 license. Craig also has a Series 7 license. Craig has been with Charles Schwab & CO., Inc. since October 2016. Craig worked at Waddell & Reed, Inc. prior to joining Charles Schwab & CO., Inc. Craig has been in the securities industry since 2008.
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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CO
02/22/2023 - Present
Charles Schwab & CO., Inc. (Lone Tree CO)
CO
01/21/2011 - 09/30/2016
WADDELL & REED (COLORADO SPRINGS CO)
CO
03/17/2008 - 01/25/2011
EDWARD JONES (COLORADO SPRINGS CO)
BOTH
Issued 03/27/2008
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/30/2016
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 12/16/2016
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 11/11/2013
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/14/2008
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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