Unclaimed
Craig Fichtenbaum is an investment advisor representative with Benjamin F. Edwards & Company, Inc. in Boynton Beach, FL. Craig has been in the industry since 2016. Craig has experience with Northwestern Mutual Investment Services, LLC, VALIC Financial Advisors, Inc., and AEGIS CAPITAL CORP. Craig specializes in providing financial planning, pension consulting, educational seminars, and portfolio 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.
Custom portfolio management strategies for businesses to achieve long-term growth.
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.
1
2
FL
03/13/2019 - Present
Benjamin F. Edwards & Company, Inc. (Boynton Beach FL)
FL
09/05/2017 - 02/14/2019
VALIC FINANCIAL ADVISORS, INC. (BOCA RATON FL)
FL
12/09/2016 - 08/28/2017
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (BOCA RATON FL)
FL
09/06/2016 - 11/30/2016
AEGIS CAPITAL CORP. (MIAMI FL)
BOTH
Issued 09/14/2018
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/29/2016
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/06/2016
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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