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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 Steven Clark is an investment advisor representative at Commonwealth Financial Network. Craig Steven Clark has been in the securities industry since July 2002 and has been associated with Commonwealth Financial Network since March 2024. Craig Steven Clark has experience working with a variety of clients, including high-net-worth individuals, individuals other than high-net-worth, charitable organizations, corporations or other businesses, pension and profit-sharing plans, and state or municipal government entities. Craig Steven Clark specializes in financial planning, portfolio management, and pension consulting. Craig Steven Clark is a Certified Financial Planner. Craig Steven Clark is registered with the following states: Alabama, Arizona, Arkansas, California, Colorado, Connecticut, Florida, Georgia, Illinois, Indiana, Kansas, Maryland, Massachusetts, Michigan, Missouri, Nevada, New Jersey, New York, North Carolina, North Dakota, Ohio, Oregon, Pennsylvania, Rhode Island, South Carolina, Texas, Utah, Vermont, Virginia, Washington, West Virginia, and Wisconsin.
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.
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NY
03/18/2024 - Present
Commonwealth Financial Network (Lancaster NY)
NY
07/30/2002 - 03/28/2024
LINCOLN FINANCIAL SECURITIES CORPORATION (LANCASTER NY)
BC
Issued 07/23/2002
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/25/2005
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/29/2002
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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