Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Craig? Claim Your ProfileCraig Eric Bert is a financial advisor currently registered with Fidelity Brokerage Services LLC. Craig has been in the securities industry since December 27, 2010. Prior to joining Fidelity, Craig worked at Jackson National Life Distributors LLC and American Century Investment Services Inc. Craig is registered to offer securities in all states and the District of Columbia.
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.
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.
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2
CO
06/03/2021 - Present
Fidelity Brokerage Services LLC (GREENWOOD VILLAGE CO)
CO
11/17/2005 - 12/03/2009
JACKSON NATIONAL LIFE DISTRIBUTORS LLC (DENVER CO)
MO
01/12/1999 - 05/31/2005
AMERICAN CENTURY INVESTMENT SERVICES INC. (KANSAS CITY MO)
BC
Issued 06/11/2021
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/03/2021
Series 7TO - General Securities Representative Examination
BC
Issued 05/27/2021
SIE - Securities Industry Essentials Examination
BC
Issued 12/23/1998
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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