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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 McWilliams is a financial advisor with over 10 years of experience in the financial services industry. Craig McWilliams is a Registered Representative with Fourstar Wealth Advisors, LLC and holds the Series 7, 63, 65 and SIE licenses. Craig McWilliams is a specialist in financial planning, pension consulting, selection of other advisors, and portfolio management for individuals and pooled investment vehicles. Craig McWilliams has worked with a variety of clients, including high-net-worth individuals, charitable organizations, pension and profit-sharing plans, and pooled investment vehicles. Craig McWilliams currently works in the Chicago, Illinois branch of Fourstar Wealth Advisors, LLC. Prior to joining Fourstar Wealth Advisors, LLC, Craig McWilliams worked at Great Point Capital LLC, Corinthian Partners, L.L.C., Horner, Townsend & Kent, Inc., and Northwestern Mutual Investment Services, LLC.
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.
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.
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2
IL
04/20/2021 - Present
Fourstar Wealth Advisors, LLC (CHICAGO IL)
IL
03/12/2018 - 12/31/2020
GREAT POINT CAPITAL LLC (CHICAGO IL)
NY
11/15/2017 - 03/21/2018
CORINTHIAN PARTNERS, L.L.C. (NEW YORK NY)
IL
05/18/2016 - 09/15/2017
HORNOR, TOWNSEND & KENT, INC. (CHICAGO IL)
IL
11/02/2015 - 04/08/2016
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (SKOKIE IL)
NA
06/25/1992 - 03/20/1993
HARRIS ASSOCIATES SECURITIES L.P.
NA
03/20/1992 - 09/25/1992
EURO-ATLANTIC SECURITIES INC.
NA
04/21/1989 - 04/02/1990
BOUCHER, OEHMKE & COMPANY
NA
12/19/1989 - 02/20/1990
TITAN/VALUE EQUITIES GROUP, INC.
NA
02/23/1989 - 04/27/1989
VANDERBILT SECURITIES, INC.
NA
09/14/1988 - 02/27/1989
POWER SECURITIES CORPORATION
NA
05/21/1987 - 09/19/1988
BLINDER, ROBINSON & CO., INC.
IA
Issued 04/30/2021
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/17/2015
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/14/2024
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/02/2015
Series 7 - General Securities Representative Examination
Active
Inactive
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