Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Craig? Claim Your ProfileCraig Martin Brolin is a financial professional with over 30 years of experience in the industry. Craig is registered with Fidelity Personal AND Workplace Advisors and is a Certified Financial Planner and a Chartered Financial Consultant. Craig has held previous positions at M&I BROKERAGE SERVICES, INC., CHARLES SCHWAB & CO., INC., and MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED. Craig has a strong background in financial planning and portfolio management for individuals and businesses. Craig has experience working with high-net-worth individuals, corporations, and pension and profit-sharing plans.
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.
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.
1
2
FL
02/04/2021 - Present
Fidelity Personal AND Workplace Advisors (REDINGTON SHORES FL)
MN
03/03/2005 - 11/20/2006
M&I BROKERAGE SERVICES, INC. (MINNEAPOLIS MN)
TX
10/19/1993 - 11/23/2004
CHARLES SCHWAB & CO., INC. (WESTLAKE TX)
NY
04/06/1993 - 07/27/1993
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
IA
Issued 03/11/1997
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/19/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 01/02/2023
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 09/28/2005
Series 24 - General Securities Principal Examination
BC
Issued 03/22/1996
Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/05/1993
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
Not sure Craig Brolin is the right advisor for you? Invested Better is here to help.
