Unclaimed
Craig Gerald Homb is a financial advisor with U.S. Bancorp Investments, Inc., with over 24 years of experience in the financial services industry. Craig has a broad range of experience in the financial services industry, having worked for several firms including AMCORE INVESTMENT SERVICES, INC and H&R BLOCK FINANCIAL ADVISORS, INC. Craig is currently registered in 16 states. Craig has obtained a series of licenses, including the Series 63, 66, 7, 24 and 52 licenses, and the SIE exam. Craig also holds a Series 24 license and has expertise in portfolio management for businesses and individuals, as well as financial planning.
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.
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.
A percentage of the total value of assets under management is charged.
12b-1,networking&shareholder serv,product partner arrangements
1
2
IL
06/10/2024 - Present
U.s. Bancorp Investments, Inc. (Freeport IL)
IL
09/01/2000 - 11/18/2009
AMCORE INVESTMENT SERVICES, INC (ROCKFORD IL)
MI
07/29/1999 - 08/31/2000
H&R BLOCK FINANCIAL ADVISORS, INC. (DETROIT MI)
BOTH
Issued 08/20/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/12/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/20/2008
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/01/1999
Series 7 - General Securities Representative Examination
BC
Issued 07/28/1999
Series 52 - Municipal Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Craig Homb is the right advisor for you? Invested Better is here to help.