Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Craig? Claim Your ProfileCraig Evan Steinhauer is a financial advisor with over 30 years of experience in the industry. Craig is currently registered with Osaic Wealth, Inc. and NWF Advisory Services Inc. In his career, Craig has held various positions, including Financial Advisor, IAR, and Statutory Agent. Craig holds a number of licenses and designations, including Series 6, 7, 63, and 65. Craig has a strong background in financial planning, investment advice, and insurance. Craig's expertise and experience make him a valuable resource for individuals and families seeking financial guidance.
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.
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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2
CA
06/02/2005 - Present
Osaic Wealth, Inc. (ENCINO CA)
DE
09/30/1991 - 07/11/2002
1717 CAPITAL MANAGEMENT COMPANY (NEWARK DE)
IA
Issued 05/07/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/05/1991
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/06/1998
Series 7 - General Securities Representative Examination
BC
Issued 08/02/1991
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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