Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Craig? Claim Your ProfileCraig Peterson is an investment advisor representative at Eagle Strategies LLC. Craig has been in the financial services industry since 2021 and has a Series 63, Series 65, and Series 6TO licenses. Craig also has a SIE license. Craig has been working in the financial services industry for 3 years.
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.
Personalized portfolio management to meet individual financial objectives.
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.
A percentage of the total value of assets under management is charged.
1
2
PA
05/02/2024 - Present
Eagle Strategies LLC (PITTSBURGH PA)
IA
Issued 02/02/2024
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/03/2021
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/07/2021
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 04/08/2021
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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