Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Craig? Claim Your ProfileCraig Berich is a financial professional with over 10 years of experience in the financial services industry. Craig Berich is currently registered with Lazard Freres & Co. LLC in Charlotte, NC. Previously, Craig Berich was registered with LAZARD MIDDLE MARKET LLC, WELLS FARGO SECURITIES, LLC, KEYBANC CAPITAL MARKETS INC. and RAPTOR PARTNERS LLC. Craig Berich holds the Series 63, Series 79, and SIE licenses. Craig Berich is licensed in North Carolina.
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.
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.
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NC
03/31/2022 - Present
Lazard Freres & Co. LLC (CHARLOTTE NC)
NC
09/01/2021 - 03/31/2022
LAZARD MIDDLE MARKET LLC (CHARLOTTE NC)
NC
04/25/2017 - 07/09/2021
WELLS FARGO SECURITIES, LLC (CHARLOTTE NC)
NC
07/14/2014 - 02/21/2017
KEYBANC CAPITAL MARKETS INC. (CHARLOTTE NC)
PA
12/06/2011 - 07/02/2014
RAPTOR PARTNERS LLC (PITTSBURGH PA)
BC
Issued 12/19/2011
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/05/2011
Series 79 - Investment Banking Registered Representative Examination
Active
Inactive
F
FINRA
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