Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Craig? Claim Your ProfileCraig Volk is a financial advisor registered with Northwestern Mutual Investment Services, LLC. Craig's experience in the securities industry began on August 13, 1999. Craig is a Registered Representative and has earned both Series 6, 7 and 66 securities licenses and the SIE exam. Craig has worked in the financial services industry for over 20 years. Craig has held previous positions at ROBERT W. BAIRD & CO. INCORPORATED and GMAC INVESTMENT SERVICES, INC. Craig is currently registered in 32 states.
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.
Investment research; referrals to other advisers
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.
Referral fees
1
2
MN
02/05/2014 - Present
Northwestern Mutual Investment Services, LLC (Edina MN)
WI
05/01/2000 - 01/01/2002
ROBERT W. BAIRD & CO. INCORPORATED (MILWAUKEE WI)
MN
08/13/1999 - 04/07/2000
GMAC INVESTMENT SERVICES, INC. (BLOOMINGTON MN)
BOTH
Issued 09/17/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/13/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/15/2000
Series 7 - General Securities Representative Examination
BC
Issued 08/13/1999
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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