Unclaimed
Craig Vernon Parker is a financial advisor with over 40 years of experience in the financial services industry. Craig currently works with Ameriprise Financial Services, LLC, a firm with over $1 trillion in assets under management. Craig has been with Ameriprise Financial Services, LLC since 2017 and has a strong track record of success. Craig's specialties include financial planning, asset allocation services, and portfolio management for individuals and businesses. Craig is registered to provide investment advice in several states across the country and has a strong reputation for providing personalized financial guidance to his clients.
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.
Asset allocation services
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
03/17/2017 - Present
Ameriprise Financial Services, LLC (ROSEVILLE CA)
CA
06/01/2009 - 03/20/2017
MORGAN STANLEY (FOLSOM CA)
CA
03/06/1995 - 06/01/2009
CITIGROUP GLOBAL MARKETS INC. (SACRAMENTO CA)
NY
04/02/1979 - 03/09/1995
PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)
IA
Issued 01/06/1997
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/25/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 01/02/2023
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 05/31/1991
Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/07/1983
Series 15 - Foreign Currency Options Examination
BC
Issued 03/17/1979
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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