Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Craig? Claim Your ProfileCraig Richman is a financial advisor registered with Commonwealth Financial Network and has been in the industry since September 10, 1984. Craig is a Registered Representative and Investment Advisor Representative in the state of Florida and several other states. Craig is also a Chartered Financial Consultant. Craig is located in Parkland, FL, and has experience providing financial advice to a variety of clients, including individuals, families, businesses, and retirement plans. Craig's firm, Commonwealth Financial Network, is a well-established firm with a strong reputation for providing high-quality financial advice.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
FL
03/13/1998 - Present
Commonwealth Financial Network (Parkland FL)
MA
03/23/1994 - 02/23/1998
MML INVESTORS SERVICES, INC. (SPRINGFIELD MA)
MN
09/29/1993 - 03/14/1994
MIMLIC SALES CORPORATION (ST. PAUL MN)
NA
08/08/1984 - 09/02/1993
G. R. PHELPS & CO., INC.
BC
Issued 09/10/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/09/1998
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/22/2004
Series 62 - Corporate Securities Limited Representative Examination
BC
Issued 12/21/1988
Series 22 - Direct Participation Programs Representative Examination
BC
Issued 08/06/1984
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Craig Richman is the right advisor for you? Invested Better is here to help.
