Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Craig? Claim Your ProfileCraig Zaleck is a financial advisor with over 16 years of experience in the industry. Craig is currently registered with LPL Financial LLC. Craig has a wide range of experience with a focus on portfolio management for individuals and businesses. Craig is also a Certified Financial Planner and holds Series 7, 63, and 65 licenses. Craig is registered in 28 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.
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.
Consulting and other non-discretionary advisory services
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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NJ
01/13/2021 - Present
LPL Financial LLC (BAYONNE NJ)
NJ
11/13/2015 - 01/13/2021
FIRST ALLIED SECURITIES, INC. (BAYONNE NJ)
NJ
02/20/2007 - 11/16/2015
TFS SECURITIES, INC. (BAYONNE NJ)
IA
Issued 07/28/2009
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/28/2007
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/19/2007
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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