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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 Martin Collisson is a financial advisor registered with Schwab Wealth Advisory, Inc. Craig has been a financial advisor since 2015 and has been with Schwab Wealth Advisory, Inc. since April 2016. He is registered with the following securities regulators: FINRA, the state of Colorado, and the state of Texas. Craig is also registered as an Investment Advisor Representative in Colorado and Texas. Craig holds the following securities licenses: Series 63, Series 66, Series 7 and SIE. He has also passed the Uniform Securities Agent State Law Examination and the Uniform Combined State Law Examination. Craig has experience with financial services and investments. He is currently working as a financial advisor at the Lone Tree, CO branch of Schwab Wealth Advisory, Inc.
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.
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.
Swa program paid by wrap sponsor pursuant to cost plan formula.
1
2
CO
12/07/2020 - Present
Schwab Wealth Advisory, Inc. (Lone Tree CO)
BOTH
Issued 5/3/2016
Series 66 - Uniform Combined State Law Examination
BC
Issued 2/27/2015
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 2/23/2015
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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