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 Vejvoda is a financial advisor with Principal Securities, Inc. Craig is based in Tulare, California. Craig has over 40 years of experience in the financial services industry and has been registered with the state of California since 1984. Craig holds a Series 6, 7, 22, and 66 licenses, and is also a Certified Financial Planner and a Chartered Financial Consultant. Craig specializes in providing financial planning and portfolio management services to individuals, families, and businesses. He is also a board member of the Greater Tulare Chamber Trust and the Tulare County Employees Retirement Association. Craig's mission is to help 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.
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.
Seminar fees, solicitors fees, subscription consulting fees
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2
CA
11/08/2024 - Present
Principal Securities, Inc. (TULARE CA)
BOTH
Issued 09/26/1998
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/18/1989
Series 7 - General Securities Representative Examination
BC
Issued 06/12/1984
Series 22 - Direct Participation Programs Representative Examination
BC
Issued 11/28/1983
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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