Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Craig? Claim Your ProfileCraig Gayhardt is a financial advisor who has been active in the industry since July 1993. Craig is currently registered with Wells Fargo Advisors Financial Network, LLC in Bethesda, MD. Craig also has prior registrations with Wells Fargo Clearing Services, LLC and Citigroup Global Markets Inc. Craig has a Series 7, Series 63 and Series 65 licenses. Craig is registered in 23 states and specializes in working with high-net-worth individuals, corporations and institutions.
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.
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.
Investment consulting services to institutional clients
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.
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2
MD
09/12/2022 - Present
Wells Fargo Advisors Financial Network, LLC (HUNT VALLEY MD)
MD
03/20/2009 - 09/12/2022
WELLS FARGO CLEARING SERVICES, LLC (BALTIMORE MD)
MD
06/02/1997 - 04/14/2009
CITIGROUP GLOBAL MARKETS INC. (LUTHERVILLE MD)
NY
07/29/1993 - 09/02/1997
PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)
IA
Issued 09/17/1993
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/12/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/29/1993
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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