Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Craig? Claim Your ProfileCraig Draper is a financial advisor at Captrust in Chesterton, Indiana. He has been in the financial services industry since 2001. Craig is registered with both FINRA and the SEC and has a Series 6, 7, 63 and 65 licenses. Craig specializes in providing financial planning, investment management, and portfolio management services for individuals, businesses, and institutions.
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.
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.
Fees calculated based on the performance of your investments relative to a benchmark.
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2
IN
05/06/2020 - Present
Captrust (Chesterton IN)
IN
09/29/2014 - 05/08/2020
FIRST ALLIED SECURITIES, INC. (CHESTERTON IN)
IN
08/11/2008 - 10/18/2012
SII INVESTMENTS, INC. (MERRILLVILLE IN)
IN
11/17/2003 - 03/10/2008
CROWN CAPITAL SECURITIES, L.P. (PLYMOUTH IN)
WI
04/13/2002 - 11/18/2003
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (MILWAUKEE WI)
CA
07/12/1999 - 10/27/2000
WELLS FARGO SECURITIES INC. (SAN FRANCISCO CA)
ME
10/23/1997 - 07/12/1999
FORUM FINANCIAL SERVICES, INC. (PORTLAND ME)
IA
Issued 09/15/2008
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/22/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/18/2011
Series 7 - General Securities Representative Examination
BC
Issued 10/22/1997
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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