Unclaimed
Craig Joshua Bausk is a financial advisor with Synovus Securities, Inc. with over 20 years of experience in the financial services industry. Craig specializes in providing financial planning and investment advice to individuals, families, and businesses. His focus is on helping clients achieve their financial goals through a variety of investment strategies. Prior to joining Synovus Securities, Inc., Craig was a financial advisor at Truist Securities, Inc., and Chase Securities Inc. He holds a Series 7, Series 63, Series 79TO, and SIE licenses. Craig is registered in Alabama, Florida, Georgia, South Carolina, and Tennessee.
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.
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.
Tax related services, administrative services
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
GA
09/02/2021 - Present
Synovus Securities, Inc. (ATLANTA GA)
GA
06/20/2000 - 11/04/2020
TRUIST SECURITIES, INC. (ATLANTA GA)
NY
12/24/1997 - 07/23/1998
CHASE SECURITIES INC. (NEW YORK NY)
BC
Issued 10/03/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 79TO - Investment Banking Registered Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/23/1997
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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