Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Craig? Claim Your ProfileCraig Wiklund is a financial advisor with Osaic Wealth, Inc. Craig has been in the financial industry since 1986. Craig is registered to offer securities in 20 states, and provides financial planning and portfolio management services for individuals, businesses, and retirement plans. Craig also offers educational seminars and services related to the selection of other advisors. Craig holds the Series 7, Series 63, Series 26, and Series 65 licenses, as well as the SIE.
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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MI
06/04/2024 - Present
Osaic Wealth, Inc. (AUBURN HILLS MI)
MI
01/19/2011 - 01/19/2024
WOODBURY FINANCIAL SERVICES, INC. (AUBURN HILLS MI)
MI
12/10/1986 - 01/21/2011
AXA ADVISORS, LLC (AUBURN HILLS MI)
NY
10/22/1986 - 01/05/2000
THE EQUITABLE LIFE ASSURANCE SOCIETY OF THE UNITED STATES (NEW YORK NY)
IA
Issued 11/30/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/15/1986
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/13/1995
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/18/1986
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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