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 Lusco is a financial advisor with Wells Fargo Advisors Financial Network, LLC. Craig has been in the financial industry since 1997. Craig is a registered representative in Delaware, Maryland, Pennsylvania and Texas. Craig is also a registered investment advisor in Delaware, Maryland, Pennsylvania and Texas. Craig has a Series 7, Series 10, Series 9, Series 31, Series 52, Series 63 and Series 65 license. Craig also holds the SIE designation. Craig's primary office is located in Lewes, Delaware. Craig has experience working with high net worth individuals, corporations or businesses, and charitable organizations.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Investment consulting services to institutional clients
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.
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2
DE
08/21/2009 - Present
Wells Fargo Advisors Financial Network, LLC (LEWES DE)
MD
07/01/2003 - 03/09/2007
WACHOVIA SECURITIES, LLC (BALTIMORE MD)
NY
04/27/2001 - 07/01/2003
PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)
MI
09/03/1997 - 05/03/2001
H&R BLOCK FINANCIAL ADVISORS, INC. (DETROIT MI)
IA
Issued 03/15/2001
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/12/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/15/2000
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 01/21/2000
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/25/2004
Series 31 - Futures Managed Funds Examination
BC
Issued 12/03/1997
Series 7 - General Securities Representative Examination
BC
Issued 09/02/1997
Series 52 - Municipal Securities Representative Examination
Active
Inactive
F
FINRA
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