Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Craig? Claim Your ProfileCraig Peter Taucher is an active investment advisor representative, registered in Colorado and Texas. Craig is a Registered Principal and has been in the financial industry since June 10, 1992. Currently, Craig is employed with Charles Schwab & CO., Inc. in Mountain Grove, Missouri. Craig has been with Charles Schwab & CO., Inc. since August 2011. Previously, Craig has worked with BREWER FINANCIAL SERVICES, LLC, LPL FINANCIAL CORPORATION, AMERIPRISE FINANCIAL SERVICES, INC. and IDS LIFE INSURANCE COMPANY. Craig has taken and passed the Series 63, Series 65, Series 7, Series 9, Series 10, Series 24 and SIE exams. Craig also holds a Series 63 license.
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.
Helps you choose top advisors aligned with your financial goals.
Wrap fee program sponsor and financial planning advisor referral program
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.
Asset based fees for wrap pgrms & subsc pricing for fin planning
1
2
MO
09/18/2024 - Present
Charles Schwab & CO., Inc. (Mountain Grove MO)
FL
02/09/2010 - 11/05/2010
BREWER FINANCIAL SERVICES, LLC (JACKSONVILLE FL)
NC
01/31/2007 - 02/21/2008
LPL FINANCIAL CORPORATION (CHARLOTTE NC)
MN
06/20/1989 - 12/20/2006
AMERIPRISE FINANCIAL SERVICES, INC. (MINNEAPOLIS MN)
MN
06/20/1989 - 07/03/2006
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
IA
Issued 03/26/1996
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/06/1989
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/25/2012
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 12/23/2011
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 01/05/1994
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/17/1989
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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