Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Craig? Claim Your ProfileCraig Francis Nern is a financial advisor working with D.a. Davidson & Co. since November 1994. Craig has over 38 years of experience in the financial services industry. Craig holds licenses for both securities and investment advisory services. Craig has a strong track record of providing clients with financial advice, including financial planning, portfolio management, and pension consulting. Craig's focus is on individuals and high-net-worth individuals. In addition to Craig's work with D.a. Davidson & Co., Craig is a partner in YAKO, LLC, a non-investment related LLC that owns a rental property. Craig is also Board President of the North Tillamook Library Friends, a non-profit organization in Manzanita, OR.
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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OR
12/16/2010 - Present
D.a. Davidson & Co. (Nehalem OR)
MN
02/24/1984 - 11/15/1994
PIPER JAFFRAY INC. (MINNEAPOLIS MN)
IA
Issued 05/21/2007
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/12/1984
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/04/1997
Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/18/1984
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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