Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Craig? Claim Your ProfileCraig Cantara is a financial advisor with over 40 years of experience in the financial industry. Craig is currently registered with Osaic Wealth, Inc. and has been associated with the firm since October 2024. Craig has previously worked at Mutual Service Corporation, Nathan & Lewis Securities, Inc., Integrated Resources Equity Corporation, IDS Life Insurance Company, American Express Financial Advisors Inc., and IDS Financial Services Inc. Craig has a wide range of experience in the financial industry, including investment advisory services, financial planning, and portfolio management for individuals and businesses. Craig is committed to providing his clients with personalized financial advice that meets their individual needs.
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.
1
2
AZ
10/11/2024 - Present
Osaic Wealth, Inc. (SCOTTSDALE AZ)
ME
07/02/2003 - 08/25/2009
MUTUAL SERVICE CORPORATION (BIDDEFORD ME)
NY
08/30/1989 - 07/18/2003
NATHAN & LEWIS SECURITIES, INC. (NEW YORK NY)
NA
08/25/1987 - 09/07/1989
INTEGRATED RESOURCES EQUITY CORPORATION
NA
06/22/1981 - 09/10/1987
IDS LIFE INSURANCE COMPANY
NA
06/22/1981 - 09/09/1987
AMERICAN EXPRESS FINANCIAL ADVISORS INC.
NA
06/22/1981 - 12/24/1986
IDS FINANCIAL SERVICES INC.
IA
Issued 11/10/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/16/1991
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/10/2002
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/21/1985
Series 7 - General Securities Representative Examination
BC
Issued 02/19/1985
Series 22 - Direct Participation Programs Representative Examination
BC
Issued 06/18/1981
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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