Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Craig? Claim Your ProfileCraig Michael Gould is a financial advisor with over 20 years of experience in the industry. Craig has worked with World Equity Group, Inc. and Cabot Lodge Securities LLC, both based in Schaumburg, Illinois. Craig specializes in providing financial planning, pension consulting, and portfolio management for individuals and businesses. Craig is dedicated to helping 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.
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.
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2
IL
05/27/2021 - Present
World Equity Group, Inc. (SCHAUMBURG IL)
MN
04/14/2009 - 10/26/2010
FINTEGRA, LLC (MINNEAPOLIS MN)
MN
02/24/2009 - 03/23/2009
FINTEGRA, LLC (MINNEAPOLIS MN)
IL
03/09/2004 - 01/14/2009
WUNDERLICH SECURITIES, INC. (CHICAGO IL)
FL
05/31/1995 - 04/03/2002
NATIONAL SECURITIES CORPORATION (BOCA RATON FL)
AZ
08/13/2001 - 11/11/2001
WESTAMERICA INVESTMENT GROUP (SCOTTSDALE AZ)
NY
08/13/1993 - 08/19/1994
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
IA
Issued 07/07/1994
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/02/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/12/2001
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 79TO - Investment Banking Registered Representative Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/10/1993
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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