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 Vento is an investment advisor representative with Fidelity Personal And Workplace Advisors in Salt Lake City, Utah. Craig has been in the securities industry for over 20 years and has worked for several firms including TD Ameritrade, Inc., Waddell & Reed, J.P. Morgan Securities LLC, and Chase Investment Services Corp. Craig is registered to provide advisory services in 54 states and is a registered representative in Texas and Wisconsin. Craig specializes in providing investment advice to individuals and businesses, including financial planning, portfolio management, and educational seminars.
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
UT
01/26/2022 - Present
Fidelity Personal AND Workplace Advisors (SALT LAKE CITY UT)
WI
07/29/2021 - 10/04/2021
LPL FINANCIAL LLC (BROOKFIELD WI)
WI
05/03/2017 - 01/11/2021
TD AMERITRADE, INC. (BROOKFIELD WI)
WI
02/06/2015 - 04/26/2017
WADDELL & REED (WAUKESHA WI)
WI
10/01/2012 - 02/18/2015
J.P. MORGAN SECURITIES LLC (GERMANTOWN WI)
WI
04/09/2007 - 10/01/2012
CHASE INVESTMENT SERVICES CORP. (GERMANTOWN WI)
WI
08/05/2002 - 04/03/2007
AMERIPRISE FINANCIAL SERVICES, INC. (BROOKFIELD WI)
MN
08/05/2002 - 07/03/2006
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
BOTH
Issued 08/16/2002
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/02/2002
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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