Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Craig? Claim Your ProfileCraig Anderson is a financial professional with over 15 years of experience in the industry. Craig has a broad range of experience, having worked with firms such as TD Ameritrade, Inc., Scottrade, Inc. and Thinkorswim, Inc. Craig is currently registered with Charles Schwab & Co., Inc. and TD Ameritrade Clearing, Inc. Craig holds a variety of licenses and certifications, including Series 3, 4, 7, 24, 27, 34, 63, 99TO and 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.
Helps you choose top advisors aligned with your financial goals.
Wrap fee program sponsor and financial planning advisor referral program
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.
Asset based fees for wrap pgrms & subsc pricing for fin planning
1
2
NE
03/30/2023 - Present
Charles Schwab & CO., Inc. (Omaha NE)
NE
06/14/2010 - 07/29/2024
TD AMERITRADE, INC. (OMAHA NE)
MO
09/19/2017 - 09/10/2018
SCOTTRADE, INC. (ST. LOUIS MO)
NE
09/25/2009 - 06/15/2010
THINKORSWIM, INC. (BELLEVUE NE)
BC
Issued 10/17/2008
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/21/2020
Series 27 - Financial and Operations Principal Examination
BC
Issued 10/06/2009
Series 4 - Registered Options Principal Examination
BC
Issued 01/09/2009
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/20/2011
Series 34 - Retail Off-Exchange FOREX Examination
BC
Issued 11/19/2009
Series 3 - National Commodity Futures Examination
BC
Issued 10/10/2008
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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