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 Glackin is an investment advisor representative with Fidelity Personal and Workplace Advisors. Craig has been in the industry since 1999. Craig has passed the Series 63, 65, 7, 4, and 24 exams, and is registered in 51 states as a broker-dealer. In California, Craig is registered as an investment advisor representative. Craig was previously employed with E*TRADE Securities LLC in Roseville, CA. Fidelity Personal and Workplace Advisors is a large investment advisory firm located in Boston, MA. The firm manages over $818 billion in assets and has over 1,362,000 clients. Fidelity Personal and Workplace Advisors offers a variety of services, including financial planning, educational seminars, selection of other advisors, portfolio management for businesses, and portfolio management for individuals.
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.
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.
A percentage of the total value of assets under management is charged.
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2
CA
07/13/2018 - Present
Fidelity Personal AND Workplace Advisors (EL DORADO HILLS CA)
CA
12/16/1998 - 06/03/2014
E*TRADE SECURITIES LLC (ROSEVILLE CA)
IA
Issued 10/16/2014
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/05/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/22/1999
Series 4 - Registered Options Principal Examination
BC
Issued 06/02/1999
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/15/1998
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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