Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Craig? Claim Your ProfileCraig Pittman is a financial advisor in Dothan, Alabama. Craig has been working in the financial services industry since 2005. Craig is a registered representative of Wells Fargo Advisors Financial Network, LLC. Craig has a Series 7, 9, 10, 66 and a SIE license. Craig is also a Certified Financial Planner. Craig is a Registered Investment Advisor. Craig works with individuals, families, and businesses to help them reach their financial goals. He is committed to providing his clients with personalized advice and guidance. Craig's practice focuses on retirement planning, investment management, and estate planning. Craig's firm is Wells Fargo Advisors Financial Network, LLC. The firm has been in business since 1998. Wells Fargo Advisors Financial Network, LLC is a registered investment advisor with the SEC. The firm provides financial advice and investment management services to individuals, families, and businesses.
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
AL
04/05/2019 - Present
Wells Fargo Advisors Financial Network, LLC (DOTHAN AL)
AL
01/01/2008 - 04/05/2019
WELLS FARGO CLEARING SERVICES, LLC (DOTHAN AL)
AL
02/15/2005 - 01/03/2008
A. G. EDWARDS & SONS, INC. (DOTHAN AL)
BOTH
Issued 02/25/2005
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/19/2018
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 04/13/2018
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/14/2005
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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