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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Craig? Claim Your ProfileCraig Sargent is an investment advisor representative with Empower Advisory Group, LLC. Craig has been in the financial services industry since 2008. Craig has a strong track record of providing investment advice to individuals, families, and businesses. Craig is a dedicated and experienced advisor, committed to helping clients achieve their financial goals. Craig holds Series 65, 66, 7, 26, SIE, and 6TO securities licenses, and he is registered with the state of New Jersey.
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.
Seminars designed to boost your financial literacy and investment knowledge.
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.
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NJ
07/15/2020 - Present
Empower Advisory Group, LLC (Franklinville NJ)
NJ
09/17/2012 - 05/09/2016
CANTELLA & CO., INC. (VOORHEES NJ)
NJ
03/21/2011 - 09/17/2012
CPI CAPITAL (VOORHEES NJ)
DE
07/13/2010 - 03/18/2011
J.P. MORGAN SECURITIES LLC (NEWARK DE)
NJ
10/13/2008 - 08/12/2009
LPL FINANCIAL CORPORATION (MANASQUAN NJ)
NJ
08/21/2008 - 10/03/2008
ROYAL ALLIANCE ASSOCIATES, INC. (MANASQUAN NJ)
IA
Issued 07/09/2020
Series 65 - Uniform Investment Adviser Law Examination
BOTH
Issued 12/03/2008
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/20/2020
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 01/02/2023
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/19/2008
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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