Unclaimed
Craig Jamieson Skeels is a financial advisor with Commonwealth Financial Network. Craig has over 40 years of experience in the financial services industry. Craig's areas of specialization include retirement planning, investment management, and insurance. Craig is also a Certified Financial Planner and a Chartered Financial Consultant. Craig is committed to providing his clients with personalized financial advice and helping them achieve their financial goals. Craig has been with Commonwealth Financial Network since 2017. Prior to that, Craig was with Girard Securities, Inc. and United Capital Financial Advisers, LLC. Craig is licensed to sell securities in Alabama, Arizona, California, Colorado, Connecticut, Florida, Georgia, Idaho, Kansas, Maryland, Massachusetts, Nevada, New York, Ohio, Oregon, Tennessee, Texas, Virginia, and Washington.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
CA
09/29/2017 - Present
Commonwealth Financial Network (SAN DIEGO CA)
CA
05/31/2005 - 09/29/2017
GIRARD SECURITIES, INC. (OXNARD CA)
MN
07/24/1981 - 06/03/2005
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
MN
07/24/1981 - 06/03/2005
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
NA
07/10/1986 - 12/24/1986
IDS SECURITIES CORP.
NA
07/24/1981 - 12/24/1986
IDS FINANCIAL SERVICES INC.
IA
Issued 12/27/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/21/1989
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/14/1985
Series 7 - General Securities Representative Examination
BC
Issued 10/07/1981
Series 22 - Direct Participation Programs Representative Examination
BC
Issued 07/22/1981
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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