Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Craig? Claim Your ProfileCraig Matthew Richardson is a financial advisor with Raymond James Financial Services Advisors, Inc., based in Fremont, Nebraska. Craig has been working in the financial industry since 2014 and holds Series 7, 63 and 66 licenses. He is registered in numerous states including Nebraska, Arizona, California, Colorado, Florida, Illinois, Iowa, Kansas, Kentucky, Minnesota, Missouri, North Dakota, Oregon, South Dakota, Texas, Washington and others. Craig has previously worked at Charles Schwab & Co., Inc. and TD Ameritrade, Inc. in Omaha, Nebraska and Edward Jones in St. Louis, Missouri. Craig is a dedicated financial advisor committed to providing personalized advice and investment strategies to his clients. Craig has a strong understanding of the financial markets and is committed to helping his clients achieve their financial goals.
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.
Hourly & fixed rate consultations
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Per participant (erisa)
1
2
NE
08/14/2024 - Present
Raymond James Financial Services Advisors, Inc. (FREMONT NE)
NE
01/26/2022 - 07/23/2024
CHARLES SCHWAB & CO., INC. (Omaha NE)
NE
11/12/2015 - 07/23/2024
TD AMERITRADE, INC. (Omaha NE)
MO
11/10/1999 - 02/07/2001
EDWARD JONES (ST. LOUIS MO)
BOTH
Issued 09/07/2016
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/20/2015
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/12/2015
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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