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 Palu is a financial advisor associated with Fisher Investments. Craig has been in the financial services industry for over 15 years. He is registered with the state of Texas as an Investment Advisor Representative. Craig's primary focus is providing portfolio management services to individuals, businesses, pooled investment vehicles, and investment companies. Craig is a Certified Financial Planner™ professional.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Strategic management for diversified investment portfolios.
Portfolio assessment
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.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
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TX
01/10/2018 - Present
Fisher Investments (PLANO TX)
TX
10/28/2013 - 08/28/2017
TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC (SAN ANTONIO TX)
TX
01/20/2010 - 10/08/2013
AMERICAN FUNDS DISTRIBUTORS, INC. (SAN ANTONIO TX)
TX
05/30/2008 - 12/16/2009
LPL FINANCIAL CORPORATION (SAN ANTONIO TX)
TX
05/17/2007 - 06/18/2008
CITIGROUP GLOBAL MARKETS INC. (SAN ANTONIO TX)
TX
04/29/2003 - 05/10/2007
EDWARD JONES (SAN ANTONIO TX)
BOTH
Issued 02/02/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 05/01/2003
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/28/2017
SIE - Securities Industry Essentials Examination
BC
Issued 04/28/2003
Series 7 - General Securities Representative Examination
Active
Inactive
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