Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Craig? Claim Your ProfileCraig White is a registered investment advisor representative with Cetera Investment Advisers LLC. Craig has been in the financial services industry since 2007 and holds Series 6, 7, 63 and 66 licenses. Craig has previously been employed by WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC and CHASE INVESTMENT SERVICES CORP.. Craig is also a registered investment advisor representative with Cetera Investment Advisers LLC.
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.
A percentage of the total value of assets under management is charged.
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2
FL
05/30/2024 - Present
Cetera Investment Advisers LLC (FORT MYERS FL)
FL
02/14/2019 - 04/29/2024
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC (FORT MYERS FL)
UT
08/08/2007 - 04/04/2012
CHASE INVESTMENT SERVICES CORP. (TAYLORSVILLE UT)
BOTH
Issued 03/12/2019
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/16/2007
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/14/2019
Series 7TO - General Securities Representative Examination
BC
Issued 01/24/2019
SIE - Securities Industry Essentials Examination
BC
Issued 08/07/2007
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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