Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Craig? Claim Your ProfileCraig Duero is an investment professional with over 8 years of experience in the financial services industry. Craig is currently registered with Charles Schwab & Co., Inc. and specializes in financial planning and other advisory services. Craig has held the Series 99 and Securities Industry Essentials Examination licenses since 2014 and 2018 respectively.
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
CO
12/02/2014 - Present
Charles Schwab & CO., Inc. (Lone Tree CO)
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/02/2014
Series 99 - Operations Professional Examination
Active
Inactive
F
FINRA
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