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 Sutherland is an investment advisor representative who has been working in the financial services industry since 1998. Craig is currently registered with Oneseven in Beachwood, Ohio. Prior to this, Craig was employed with Ameriprise Financial Services, LLC in Dayton, Ohio, Merrill Lynch, Pierce, Fenner & Smith Incorporated in DAYTON, Ohio, Lockwood Financial Services, Inc. in Malvern, Pennsylvania, and W. S. Griffith & Co., Inc. in Hartford, Connecticut. Craig has passed both the Uniform Securities Agent State Law Examination and the Uniform Combined State Law Examination, as well as the General Securities Representative Examination and the Securities Industry Essentials Examination. Craig specializes in providing financial planning, pension consulting, and portfolio management services for individuals and businesses.
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.
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.
Solicitors' fees for referrals to other money managers
1
2
OH
09/24/2023 - Present
Oneseven (BEACHWOOD OH)
OH
06/16/2009 - 09/28/2023
AMERIPRISE FINANCIAL SERVICES, LLC (Dayton OH)
OH
06/20/2003 - 06/01/2009
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (DAYTON OH)
PA
07/12/1999 - 05/15/2003
LOCKWOOD FINANCIAL SERVICES, INC. (MALVERN PA)
CT
07/22/1998 - 02/02/1999
W. S. GRIFFITH & CO., INC. (HARTFORD CT)
BOTH
Issued 09/17/2004
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/12/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/07/1998
Series 7 - General Securities Representative Examination
Active
Inactive
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