Unclaimed
Craig Edward Lindstrom is a financial advisor with over 30 years of experience in the financial services industry. Craig is currently registered with Raymond James Financial Services Advisors, Inc. in Lindstrom, MN. Previously, Craig worked for several other financial institutions including CUSO Financial Services, L.P. and Financial Network Investment Corporation. Craig is also registered in several other states including Arizona, Florida, Iowa, Kansas, Minnesota, Oklahoma, South Dakota, Texas, Washington and Wisconsin. Craig holds the Series 6, 7 and 63 licenses, as well as the SIE exam.
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.
Hourly & fixed rate consultations
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Per participant (erisa)
1
2
MN
12/23/2013 - Present
Raymond James Financial Services Advisors, Inc. (LINDSTROM MN)
CA
09/18/2001 - 11/05/2002
CUSO FINANCIAL SERVICES, L.P. (SAN DIEGO CA)
CA
11/01/1994 - 08/20/2001
FINANCIAL NETWORK INVESTMENT CORPORATION (EL SEGUNDO CA)
MN
03/15/1993 - 11/10/1994
AAL CAPITAL MANAGEMENT CORPORATION (MINNEAPOLIS MN)
BC
Issued 03/04/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/07/2005
Series 7 - General Securities Representative Examination
BC
Issued 03/11/1993
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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