Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Craig? Claim Your ProfileCraig Ryan Seligman has been working in the financial services industry since 1994. Currently, Craig is registered as an Investment Advisor Representative (IAR) with Proactive Wealth Strategies, LLC in Marietta, Georgia. Craig is also registered with LPL Financial LLC in Marietta, Georgia. Craig has worked at several firms throughout his career including INVEST Financial Corporation, Triad Advisors, Inc., 1717 Capital Management Company, Multi-Financial Securities Corporation, New England Securities, Woodbury Financial Services, Inc., and McLaughlin, Piven, Vogel Securities, Inc.. Craig has experience providing financial planning and portfolio management services to individuals.
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.
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
GA
07/07/2022 - Present
Proactive Wealth Strategies, LLC (MARIETTA GA)
GA
05/18/2011 - 02/14/2018
INVEST FINANCIAL CORPORATION (MARIETTA GA)
GA
04/17/2007 - 05/18/2011
TRIAD ADVISORS, INC. (MARIETTA GA)
GA
01/26/2005 - 04/16/2007
1717 CAPITAL MANAGEMENT COMPANY (ATLANTA GA)
CO
09/02/2003 - 01/14/2005
MULTI-FINANCIAL SECURITIES CORPORATION (GREENWOOD VILLAGE CO)
NY
07/16/2001 - 09/09/2003
NEW ENGLAND SECURITIES (NEW YORK NY)
MN
12/05/1994 - 07/06/2001
WOODBURY FINANCIAL SERVICES, INC. (OAKDALE MN)
NY
07/26/1994 - 10/18/1994
MCLAUGHLIN, PIVEN, VOGEL SECURITIES, INC. (NEW YORK NY)
BOTH
Issued 06/12/2014
Series 66 - Uniform Combined State Law Examination
IA
Issued 02/24/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/29/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/19/1998
Series 24 - General Securities Principal Examination
BC
Issued 10/05/1995
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/29/1998
Series 7 - General Securities Representative Examination
BC
Issued 07/25/1994
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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