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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 Robert Lund is a financial advisor currently registered with Wells Fargo Advisors Financial Network, LLC. Craig Robert Lund is also registered in Virginia and Texas. Craig Robert Lund has been in the financial industry since 1988. Craig Robert Lund previously worked for Morgan Stanley and Citigroup Global Markets Inc.. Craig Robert Lund offers investment consulting services to institutional clients. Craig Robert Lund also offers financial planning, pension consulting, selection of other advisors, portfolio management for businesses and portfolio management for individuals. Craig Robert Lund has a Series 3, Series 7 and Series 63 license. Craig Robert Lund also has a Series 65 license.
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.
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2
VA
02/15/2019 - Present
Wells Fargo Advisors Financial Network, LLC (VIENNA VA)
VA
06/01/2009 - 02/19/2019
MORGAN STANLEY (MCLEAN VA)
VA
07/31/1993 - 06/01/2009
CITIGROUP GLOBAL MARKETS INC. (MCLEAN VA)
NY
01/19/1988 - 07/31/1993
LEHMAN BROTHERS INC. (NEW YORK NY)
IA
Issued 04/10/1991
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/22/1988
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/22/1988
Series 3 - National Commodity Futures Examination
BC
Issued 01/16/1988
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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