Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Craig? Claim Your ProfileCraig Sterling Forsberg is a financial advisor registered with LPL Financial LLC. Craig has been in the financial industry since 2010 and holds several industry licenses and certifications including Series 7, 6, 63, 66 and Series 24. Craig has worked with Lincoln Investment and Legend Equities Corporation in the past. Craig specializes in retirement planning, college savings plans, investment management, and insurance. Craig offers a range of services to individuals, families, and businesses, including financial planning, investment management, and insurance.
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
OH
05/28/2021 - Present
LPL Financial LLC (DUBLIN OH)
OH
01/03/2017 - 12/17/2020
LINCOLN INVESTMENT (COLUMBUS OH)
OH
07/17/2013 - 01/03/2017
LEGEND EQUITIES CORPORATION (COLUMBUS OH)
OH
07/28/2010 - 07/18/2013
FIRST INVESTORS CORPORATION (UPPER ARLINGTON OH)
BOTH
Issued 12/11/2014
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/23/2011
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/18/2021
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/17/2014
Series 7 - General Securities Representative Examination
BC
Issued 07/27/2010
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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