Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Craig? Claim Your ProfileCraig Soule is a financial advisor with over 37 years of experience in the industry. Craig is registered with LPL Financial LLC and has been associated with them since June 2020. Prior to that, Craig worked at H. BECK, INC. and LPL FINANCIAL LLC. Craig provides a wide range of financial services to individuals, corporations, and charitable organizations. Craig is a Certified Financial Planner and holds Series 7, 24, and 63 licenses.
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.
Consulting and other non-discretionary advisory 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
OH
06/18/2020 - Present
LPL Financial LLC (SANDUSKY OH)
OH
01/03/2012 - 06/17/2020
H. BECK, INC. (SANDUSKY OH)
OH
01/17/1995 - 12/31/2011
LPL FINANCIAL LLC (SANDUSKY OH)
OH
10/02/1987 - 01/26/1995
THE O.N. EQUITY SALES COMPANY (CINCINNATI OH)
NA
08/21/1986 - 10/06/1987
MARINER FINANCIAL SERVICES, INC.
BC
Issued 02/24/1992
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/06/1995
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/16/1986
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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