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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 Oki is an investment advisor representative with Eagle Strategies LLC based in BOISE, ID. Craig has been in the financial industry since 2012 and has a broad range of experience and expertise. Craig holds several licenses, including Series 6, 7, 63, 66, and 24. Craig also has experience working with various clients, including high-net-worth individuals, corporations, and charitable organizations. Craig and Eagle Strategies LLC are committed to providing their clients with personalized financial planning and investment management services.
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.
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2
ID
11/09/2022 - Present
Eagle Strategies LLC (BOISE ID)
CA
03/15/2005 - 11/30/2006
BANC OF AMERICA INVESTMENT SERVICES, INC. (FREMONT CA)
BOTH
Issued 11/3/2022
Series 66 - Uniform Combined State Law Examination
BC
Issued 9/29/2014
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 8/20/2021
Series 24 - General Securities Principal Examination
BC
Issued 6/13/2005
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 3/15/2017
Series 7 - General Securities Representative Examination
BC
Issued 7/18/2014
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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