Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Craig? Claim Your ProfileCraig Joseph Horvath is a financial professional with over 25 years of experience in the industry. Craig is registered as an investment advisor representative with Integrated Wealth Concepts LLC. He is also a registered representative with LPL Financial, LLC. Craig has a broad range of experience providing financial advice to a diverse client base including individuals, high-net-worth individuals, corporations, pension and profit-sharing plans, charitable organizations, and investment clubs. He is dedicated to helping his clients achieve their financial goals through a personalized approach.
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.
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.
A percentage of the total value of assets under management is charged.
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2
IL
04/30/2021 - Present
Integrated Wealth Concepts LLC (NAPERVILLE IL)
IL
02/28/1997 - 12/21/2015
METLIFE SECURITIES INC. (DOWNERS GROVE IL)
IL
02/28/1997 - 07/09/2007
METROPOLITAN LIFE INSURANCE COMPANY (DOWNERS GROVE IL)
IA
Issued 01/12/2001
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/11/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/17/2007
Series 7 - General Securities Representative Examination
BC
Issued 02/27/1997
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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