Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Craig? Claim Your ProfileCraig R. Massei is a financial advisor with Ameriprise Financial Services, LLC. Craig has been in the financial industry since June 13, 2019 and is registered to provide investment advice in California. Craig holds Series 66, Series 7TO and SIE licenses. The advisor has been affiliated with Ameriprise Financial Services, LLC since March 2020. Ameriprise Financial Services, LLC is a large firm, with approximately $1 billion - $10 billion in assets under management and over 140,000 clients. Craig has a diverse set of client types and specializes in providing financial planning, pension consulting, educational seminars, selection of other advisers and portfolio management for individuals 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.
Seminars designed to boost your financial literacy and investment knowledge.
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.
Asset allocation services
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.
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CA
10/03/2019 - Present
Ameriprise Financial Services, LLC (STOCKTON CA)
BOTH
Issued 09/27/2019
Series 66 - Uniform Combined State Law Examination
BC
Issued 06/14/2019
Series 7TO - General Securities Representative Examination
BC
Issued 01/09/2019
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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