Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Craig? Claim Your ProfileCraig Paul Rothstein is a financial professional who has been in the industry since October 2010. Craig is registered with state of Pennsylvania as an Investment Advisor Representative. Craig is also a registered representative with State Farm Investment Management Corp. and has earned the Chartered Financial Consultant designation. Craig has experience with insurance and has been with State Farm VP Management Corp. and Craig Rothstein Insurance Agency.
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.
Personalized portfolio management to meet individual financial objectives.
Strategic management for diversified investment portfolios.
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.
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PA
08/01/2022 - Present
State Farm Investment Management Corp. (Mountville PA)
BC
Issued 10/28/2010
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/20/2010
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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