Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Craig? Claim Your ProfileCraig Raymond Strauss is a registered representative of LPL Financial LLC and has been in the financial industry since 2002. Craig is currently registered in 10 states, including Massachusetts and New Hampshire. Craig has a variety of licenses and certifications including Series 6, 7, 63 and 66. Craig is a financial advisor and offers a variety of services, including financial planning, portfolio management for individuals and businesses, and pension consulting. Craig is a member of the LPL Financial LLC team.
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.
Consulting and other non-discretionary advisory 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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
NH
11/17/2023 - Present
LPL Financial LLC (EXETER NH)
MA
01/08/2003 - 12/13/2010
EDWARD JONES (WAKEFIELD MA)
RI
05/30/2001 - 09/14/2001
FIDELITY INVESTMENTS INSTITUTIONAL SERVICES COMPANY, INC. (SMITHFIELD RI)
BOTH
Issued 07/29/2008
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/04/2003
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/20/2003
Series 7 - General Securities Representative Examination
BC
Issued 05/29/2001
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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