Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Craig? Claim Your ProfileCraig Tolzman is an investment advisor representative at Geneos Wealth Management, Inc., which is based in Scottsdale, AZ. Craig has over 30 years of experience in the financial services industry. Craig has a wide range of experience and is committed to helping clients achieve their financial goals. Craig is registered with the Financial Industry Regulatory Authority (FINRA) and is a member of the Securities Investor Protection Corporation (SIPC).
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.
A percentage of the total value of assets under management is charged.
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AZ
01/21/2021 - Present
Geneos Wealth Management, Inc. (SCOTTSDALE AZ)
AZ
08/20/1993 - 12/31/2004
ROYAL ALLIANCE ASSOCIATES, INC. (SCOTTSDALE AZ)
MN
09/24/1993 - 12/31/1994
FORTIS INVESTORS, INC. (OAKDALE MN)
NJ
08/12/1991 - 08/23/1993
FIRST INVESTORS CORPORATION (EDISON NJ)
IA
Issued 11/03/1995
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/16/1991
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/02/1994
Series 7 - General Securities Representative Examination
BC
Issued 08/09/1991
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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