Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Craig? Claim Your ProfileCraig McKinlay is a financial advisor with Charles Schwab & CO., Inc.. Craig has been in the industry since 2012. Craig has a Series 63 and Series 65 license in addition to his Series 7 and SIE licenses. Craig has experience in the industry having worked with Blackrock Investments, LLC. in the past. Craig is registered to provide investment advice in Arizona and California.
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
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2
CA
09/21/2022 - Present
Charles Schwab & CO., Inc. (SAN RAFAEL CA)
CA
10/01/2012 - 09/20/2022
BLACKROCK INVESTMENTS, LLC (SAN FRANCISCO CA)
MO
03/27/2012 - 07/03/2012
BURCH & COMPANY, INC (KANSAS CITY MO)
IA
Issued 03/07/2016
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/16/2012
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/26/2012
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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