Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Craig? Claim Your ProfileCraig Fredrickson is a financial advisor with Berthel, Fisher & Co. Financial Services, Inc. based in BOUNTIFUL, UT. Craig has been in the financial industry since 2003 and is licensed to provide financial services in several states. He has held previous positions at MONEY CONCEPTS CAPITAL CORP and FIRST AMERICAN NATIONAL SECURITIES, INC. Craig has extensive experience in providing tax and accounting services, as well as insurance and investment advice. Craig is dedicated to helping clients achieve their financial goals.
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.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
UT
08/21/2008 - Present
Berthel, Fisher & Co. Financial Services, Inc. (BOUNTIFUL UT)
UT
09/14/2005 - 08/21/2008
MONEY CONCEPTS CAPITAL CORP (BOUNTIFUL UT)
NA
12/22/1983 - 08/12/1986
FIRST AMERICAN NATIONAL SECURITIES, INC.
BC
Issued 09/26/2005
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 12/06/2003
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/02/2023
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/13/2005
Series 7 - General Securities Representative Examination
BC
Issued 10/26/1983
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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