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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Craig? Claim Your ProfileCraig Richard Colbath is an investment advisor representative registered with Pasadena Private Wealth, LLC in Pasadena, California. Craig has been in the industry since 1994 and has passed a number of exams, including the Series 7, Series 63, Series 65, Series 3, Series 31, and Series 79. He has also worked at several other firms, including Merrill Lynch, Pierce, Fenner & Smith Incorporated, Cetera Advisor Networks LLC, and Singpoli Wealth Management LLC. Craig's specialties include financial planning, pension consulting, educational seminars, and portfolio management.
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.
Fees calculated based on the performance of your investments relative to a benchmark.
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2
CA
01/28/2019 - Present
Pasadena Private Wealth, LLC (PASADENA CA)
CA
07/14/2016 - 01/02/2019
SINGPOLI WEALTH MANAGEMENT LLC (Arcadia CA)
CA
03/10/2016 - 06/30/2016
CETERA ADVISOR NETWORKS LLC (PASADENA CA)
CA
06/08/1994 - 01/04/2016
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (PASADENA CA)
IA
Issued 06/20/1994
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/31/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 01/02/2023
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 08/02/2016
Series 24 - General Securities Principal Examination
BC
Issued 09/11/1997
Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/04/2016
Series 79 - Investment Banking Registered Representative Examination
BC
Issued 04/01/2009
Series 3 - National Commodity Futures Examination
BC
Issued 07/07/2005
Series 31 - Futures Managed Funds Examination
BC
Issued 06/07/1994
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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