Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Craig? Claim Your ProfileCraig James isamu Tasa has been in the financial services industry since 2006. Craig currently works for Fidelity Personal AND Workplace Advisors as a registered representative. Craig is licensed in 27 states. Prior to joining Fidelity Personal AND Workplace Advisors, Craig worked for KEY INVESTMENT SERVICES LLC and Chase Investment Services Corp. Craig holds the Series 7, Series 66, and SIE licenses. Craig's specializations include: * Asset Allocation * Investment Strategies * Retirement Planning * Financial Planning * Education Planning * Estate 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.
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.
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2
WA
07/13/2018 - Present
Fidelity Personal AND Workplace Advisors (REDMOND WA)
WA
11/23/2010 - 03/09/2012
KEY INVESTMENT SERVICES LLC (SNOQUALMIE WA)
WA
09/23/2009 - 10/22/2010
CHASE INVESTMENT SERVICES CORP. (SAMMAMISH WA)
WA
07/26/2006 - 08/31/2009
AMERIPRISE FINANCIAL SERVICES, INC. (BELLEVUE WA)
BOTH
Issued 08/09/2006
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/25/2006
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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