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 Kantz is a financial advisor with Fidelity Personal And Workplace Advisors. Craig has been in the financial services industry since February 2001. Craig is registered with the state of Connecticut and has been registered with the firm since July 2018. Craig's office is located in Boston, Massachusetts. He is a Series 63, 66, and 7 licensed advisor. Craig has a total of 53 state registrations and 5 Investment Advisor registrations. He has 2 state exam registrations and 2 product exam registrations. Fidelity Personal And Workplace Advisors has 15,424 total employees and has been in business for a long time. Craig has been a financial advisor for over 20 years and has a proven track record of success. He specializes in helping individuals and families reach their financial goals. Craig is committed to providing his clients with personalized financial advice. He is also dedicated to helping his clients understand their financial options and make informed decisions. Craig is a valuable resource for anyone looking for financial guidance.
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.
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.
1
2
MA
07/13/2018 - Present
Fidelity Personal AND Workplace Advisors (BOSTON MA)
BOTH
Issued 04/18/2008
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/08/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/22/2001
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
Not sure Craig Kantz is the right advisor for you? Invested Better is here to help.
