Unclaimed
Craig Joseph Freebersyser is a financial advisor with over 20 years of experience in the industry. Craig is currently registered with Cutter & Company, Inc., a firm based in Ballwin, Missouri. Previously, Craig was associated with firms like Wunderlich Securities, Inc., Merrill Lynch, Pierce, Fenner & Smith Incorporated, Ameriprise Financial Services, Inc., and IDS Life Insurance Company. Craig is a Certified Financial Planner and holds Series 7 and Series 66 licenses. Craig has experience providing financial planning and portfolio management services to individuals, businesses, and institutions. Craig's specialization includes providing investment advisory services to high-net-worth individuals, corporations, and pension and profit-sharing plans.
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.
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
MO
10/25/2017 - Present
Cutter & Company, Inc. (BALLWIN MO)
MO
11/06/2009 - 08/19/2014
WUNDERLICH SECURITIES, INC. (ST. LOUIS MO)
MO
12/02/2005 - 11/11/2009
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (LADUE MO)
MN
12/07/2001 - 12/07/2005
AMERIPRISE FINANCIAL SERVICES, INC. (MINNEAPOLIS MN)
MN
12/07/2001 - 12/07/2005
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
BOTH
Issued 01/09/2002
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/06/2001
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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