Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Craig? Claim Your ProfileCraig Ratick is a financial advisor with Wells Fargo Clearing Services, LLC based in Orlando, FL. Craig has been working in the financial services industry since 1983. Craig has a strong background in various financial products and services, and holds the Series 7, Series 6, Series 22, Series 63, and Series 66 licenses. Craig has extensive experience in portfolio management for both businesses and individuals. In addition, Craig is registered to offer investment advisory services in Florida, Texas and various other states. Craig was previously registered with Prudential Securities Incorporated and Merrill Lynch, Pierce, Fenner & Smith Incorporated.
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.
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.
Investment consulting services to institutional clients
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.
1
2
FL
02/16/2011 - Present
Wells Fargo Clearing Services, LLC (ORLANDO FL)
NY
07/27/2001 - 07/01/2003
PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)
NY
04/18/1984 - 08/08/2001
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
NA
11/02/1983 - 03/09/1984
WADDELL & REED, INC.
BOTH
Issued 09/06/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/07/1983
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/14/1984
Series 7 - General Securities Representative Examination
BC
Issued 11/05/1983
Series 22 - Direct Participation Programs Representative Examination
BC
Issued 10/04/1983
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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