Unclaimed
Craig Lynn Loeffler is a financial professional with over 10 years of experience in the financial services industry. Craig is currently registered with Cetera Financial Specialists LLC, a firm located in Lancaster, PA. Craig holds Series 6 and 63 licenses. Prior to joining Cetera Financial Specialists LLC, Craig worked for HD Vest Investment Services from 2010 until 2017.
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.
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.
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2
PA
01/04/2018 - Present
Cetera Financial Specialists LLC (LANCASTER PA)
PA
01/05/2010 - 11/14/2017
HD VEST INVESTMENT SERVICES (LANCASTER PA)
BC
Issued 12/24/2009
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/31/2009
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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