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 Samuelson is a financial advisor at LPL Financial LLC in Peoria, Arizona. Craig has been in the financial services industry since 1997 and has a wide range of experience in various aspects of wealth management. He is registered in several states including Minnesota, North Dakota, South Dakota, Tennessee, Texas, and Wisconsin. Craig also holds various industry certifications, such as the Series 7, Series 24, and Series 66. Craig is dedicated to providing his clients with personalized financial advice and guidance to help them achieve their financial goals.
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.
Consulting and other non-discretionary advisory services
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
AZ
03/04/2017 - Present
LPL Financial LLC (PEORIA AZ)
ND
12/05/2014 - 02/28/2017
CETERA INVESTMENT SERVICES LLC (FARGO ND)
SD
05/17/2006 - 11/26/2014
BANCWEST INVESTMENT SERVICES, INC. (REDFIELD SD)
MN
02/07/2001 - 05/17/2006
PRIMEVEST FINANCIAL SERVICES, INC. (ST. CLOUD MN)
WI
08/13/1998 - 02/07/2001
INVEST FINANCIAL CORPORATION (APPLETON WI)
MN
09/29/1997 - 08/18/1998
LUTHERAN BROTHERHOOD SECURITIES CORP. (MINNEAPOLIS MN)
BOTH
Issued 10/22/2013
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/17/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/06/2007
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/26/1997
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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