Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Craig? Claim Your ProfileCraig Jay Watkins is a registered representative with USA Financial Securities LLC. Craig has been in the securities industry since 1985. Craig holds Series 6, 63 and 65 licenses. Craig is registered to provide securities-related services in Arizona, California, Idaho, Louisiana, Nevada, Ohio, Oklahoma, Oregon, South Carolina and Texas. Craig also provides Investment Advisory services in the same states. Craig has previously been employed by THE STRATEGIC FINANCIAL ALLIANCE, INC. in Walnut Creek, CA; WS GRIFFITH SECURITIES, INC. in Hartford, CT; PORTSMOUTH FINANCIAL SERVICES in San Francisco, CA and HOME LIFE INSURANCE COMPANY. Craig has also been a licensed insurance agent since 2009.
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.
Helps you choose top advisors aligned with your financial goals.
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
MI
05/19/2023 - Present
USA Financial Securities LLC (ADA MI)
CA
07/21/2004 - 05/07/2010
THE STRATEGIC FINANCIAL ALLIANCE, INC. (WALNUT CREEK CA)
CT
06/17/1985 - 06/24/2004
WS GRIFFITH SECURITIES, INC. (HARTFORD CT)
CA
12/23/1991 - 04/02/2001
PORTSMOUTH FINANCIAL SERVICES (SAN FRANCISCO CA)
NA
11/29/1984 - 10/19/1992
HOME LIFE INSURANCE COMPANY
IA
Issued 06/04/2002
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/26/1992
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/14/1985
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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