Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Craig? Claim Your ProfileCraig Chilcote is a financial advisor registered with Cambridge Investment Research Advisors, Inc. Craig has been in the industry since 2016 and has a variety of experience with different types of financial products and services. Craig holds several licenses and certifications, including the Series 6, 7, 63, and 66 exams. Craig is currently registered to provide financial services in several states.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Solicitation fees from 3rd party money managers
1
2
MN
12/01/2023 - Present
Cambridge Investment Research Advisors, Inc. (Duluth MN)
MN
11/29/2017 - 12/04/2023
SYMPHONIC SECURITIES LLC (DULUTH MN)
NA
03/03/1993 - 10/19/1994
WADDELL & REED, INC.
BOTH
Issued 12/13/2016
Series 66 - Uniform Combined State Law Examination
BC
Issued 02/01/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/29/2017
Series 7 - General Securities Representative Examination
BC
Issued 02/02/1993
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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