Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Craig? Claim Your ProfileCraig Attanasio has been in the financial services industry since 1991. Craig is a CERTIFIED FINANCIAL PLANNER™ professional who is currently registered with Cetera Investment Advisers LLC. Craig has also been previously registered with 1st Global Capital Corp., FFP Securities, Inc., Royal Alliance Associates, Inc., and Triple Check Financial Services, Inc.. Craig provides investment advice to individuals, high net worth individuals, corporations, charitable organizations, and pension and profit-sharing plans. Craig has obtained the Series 7, Series 24, Series 63 and Series 65 licenses. Craig's branch office is located in Orange, CA.
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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2
CA
02/24/2023 - Present
Cetera Investment Advisers LLC (ORANGE CA)
CA
11/15/2006 - 12/05/2011
1ST GLOBAL CAPITAL CORP. (ORANGE CA)
CA
02/09/1998 - 11/20/2006
FFP SECURITIES, INC. (ORANGE CA)
AZ
05/09/1994 - 02/03/1998
ROYAL ALLIANCE ASSOCIATES, INC. (SCOTTSDALE AZ)
CA
06/12/1991 - 05/09/1994
TRIPLE CHECK FINANCIAL SERVICES, INC. (BURBANK CA)
IA
Issued 11/06/1998
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/19/1991
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/28/2000
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/11/1991
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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