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 Petti is a financial advisor with MAI Capital Management, LLC. Craig has over 20 years of experience in the financial services industry. Craig is registered to provide investment advice in Ohio. Craig is a Series 6, 7, and 63 licensed professional. Craig's previous experience includes working for Commonwealth Financial Network and Fort Washington Brokerage Services, Inc.
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.
Strategic management for diversified investment portfolios.
Due diligence/research
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.
Fees calculated based on the performance of your investments relative to a benchmark.
Percentage of non-investment income
1
2
OH
01/18/2021 - Present
MAI Capital Management, LLC (Cleveland OH)
OH
01/02/2003 - 06/30/2017
COMMONWEALTH FINANCIAL NETWORK (CLEVELAND OH)
OH
09/01/2000 - 12/10/2002
FORT WASHINGTON BROKERAGE SERVICES, INC. (CINCINNATI OH)
OH
03/27/2000 - 09/01/2000
CAPITAL ANALYSTS, INCORPORATED (CINCINNATI OH)
BC
Issued 10/24/2003
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/30/2017
SIE - Securities Industry Essentials Examination
BC
Issued 02/20/2003
Series 7 - General Securities Representative Examination
BC
Issued 03/23/2000
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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