Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Craig? Claim Your ProfileCraig Wilson is a financial advisor with LPL Financial LLC. Craig has been in the financial industry since January 1996. Craig is licensed in multiple states and offers financial planning, portfolio management, pension consulting, and other non-discretionary advisory services. Craig is registered with the Securities and Exchange Commission and a member of the Financial Industry Regulatory Authority. Craig is a trusted advisor to his clients and is committed to helping them achieve their financial goals.
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.
Consulting and other non-discretionary advisory services
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.
1
2
NY
08/02/2021 - Present
LPL Financial LLC (LATHAM NY)
NY
05/02/2000 - 07/21/2021
WADDELL & REED (LATHAM NY)
MA
01/12/1996 - 06/15/2000
SIGNATOR INVESTORS, INC. (BOSTON MA)
MA
01/12/1996 - 05/01/1997
JOHN HANCOCK MUTUAL LIFE INSURANCE COMPANY (BOSTON MA)
IA
Issued 10/01/1998
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/19/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/11/1996
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Craig Wilson is the right advisor for you? Invested Better is here to help.
