Unclaimed
Craig Armstrong is a financial professional with over 10 years of experience in the industry. Craig is registered with MML Investors Services, LLC and has a Series 6, Series 63, and Series 65 license. Craig has previously worked with Mutual of Omaha Investor Services, Inc., as well as MassMutual Life Insurance Co.. Craig provides financial planning, portfolio management for individuals and businesses, and educational seminars. Craig is also an insurance agent.
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.
Asset allocation programs
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.
Solicitors fees
1
2
WA
07/08/2015 - Present
MML Investors Services, LLC (SEATTLE WA)
WA
05/07/2014 - 10/03/2014
MUTUAL OF OMAHA INVESTOR SERVICES, INC. (LYNNWOOD WA)
IA
Issued 05/07/2015
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/17/2014
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/06/2014
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Craig Armstrong is the right advisor for you? Invested Better is here to help.