Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Craig? Claim Your ProfileCraig Steven Dean is a financial advisor based in Midlothian, VA, and has been working in the financial industry since 1993. Craig has a broad range of experience in the financial services industry, having worked with Securities America, Inc., CAP PRO BROKERAGE SERVICES, INC., IFG NETWORK SECURITIES, INC., NORTHEAST SECURITIES, INC., AMERICAN EXPRESS FINANCIAL ADVISORS INC., and IDS LIFE INSURANCE COMPANY. Craig is currently employed with Kestra Advisory Services, LLC and Kestra Investment Services, LLC. Craig specializes in financial planning, pension consulting, and portfolio management for both businesses and individuals. Craig holds the Series 7, Series 63, and Series 66 licenses, as well as the SIE certification.
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.
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.
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VA
05/05/2016 - Present
Kestra Advisory Services, LLC (MIDLOTHIAN VA)
VA
09/30/2005 - 01/16/2014
SECURITIES AMERICA, INC. (MIDLOTHIAN VA)
OH
03/07/2001 - 10/04/2005
CAP PRO BROKERAGE SERVICES, INC. (COLUMBUS OH)
GA
11/29/1999 - 02/14/2001
IFG NETWORK SECURITIES, INC. (ATLANTA GA)
NY
12/18/1997 - 01/21/1999
NORTHEAST SECURITIES, INC. (MITCHELFIELD NY)
MN
01/29/1993 - 03/03/1997
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
MN
01/29/1993 - 03/03/1997
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
BOTH
Issued 04/28/2003
Series 66 - Uniform Combined State Law Examination
BC
Issued 02/04/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/26/1993
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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