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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Craig? Claim Your ProfileCraig Paulson is a financial advisor with Cetera Investment Advisers LLC in SALT LAKE CITY, UT. Craig has been in the industry since 1996 and has a variety of experience in financial services. Craig has a strong track record of helping clients achieve their financial goals. Craig specializes in providing financial planning, portfolio management for individuals and businesses, and selection of other advisors. Craig is a registered representative with Cetera Advisor Networks LLC and Cetera Investment Advisers LLC.
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.
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.
A percentage of the total value of assets under management is charged.
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2
UT
06/29/2023 - Present
Cetera Investment Advisers LLC (SALT LAKE CITY UT)
UT
02/07/1996 - 06/09/2021
VOYA FINANCIAL ADVISORS, INC. (SALT LAKE CITY UT)
MA
01/12/1996 - 02/09/1996
JOHN HANCOCK DISTRIBUTORS, INC. (BOSTON MA)
MA
01/12/1996 - 02/09/1996
JOHN HANCOCK MUTUAL LIFE INSURANCE COMPANY (BOSTON MA)
IA
Issued 11/30/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/28/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/12/2000
Series 7 - General Securities Representative Examination
BC
Issued 01/11/1996
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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