Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Craig? Claim Your ProfileCraig Jergenson is a financial advisor with LPL Financial LLC. Craig has over 38 years of experience in the financial services industry. Craig has been registered with LPL Financial LLC since February 2018. Previously, Craig worked with INVEST FINANCIAL CORPORATION, INTERSECURITIES, INC., and other financial firms. Craig holds Series 6, 7, 22, 26 and 63 securities licenses. Craig is a Certified Financial Planner.
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.
Consulting and other non-discretionary advisory 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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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2
MN
02/14/2018 - Present
LPL Financial LLC (MAPLE GROVE MN)
MN
03/27/2009 - 02/14/2018
INVEST FINANCIAL CORPORATION (MAPLE GROVE MN)
MN
06/01/2007 - 03/31/2009
INTERSECURITIES, INC. (COON RAPIDS MN)
MN
01/05/2006 - 06/01/2007
SECURITIES SERVICE NETWORK, INC. (COON RAPIDS MN)
FL
01/24/2000 - 01/10/2006
INTERSECURITIES, INC. (ST. PETERSBURG FL)
GA
03/02/1998 - 01/21/2000
FSC SECURITIES CORPORATION (ATLANTA GA)
MO
04/02/1996 - 03/03/1998
FFP SECURITIES, INC. (CHESTERFIELD MO)
KS
01/06/1992 - 04/01/1996
VSR FINANCIAL SERVICES, INC. (OVERLAND PARK KS)
CT
04/03/1990 - 12/31/1991
NWNL MANAGEMENT CORPORATION (WINDSOR CT)
NY
06/07/1989 - 04/07/1990
CNA INVESTOR SERVICES, INC. (NEW YORK NY)
NA
08/06/1984 - 06/21/1989
MML INVESTORS SERVICES, INC.
NA
08/06/1984 - 01/02/1988
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY
BC
Issued 09/19/1984
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/10/2006
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/14/2001
Series 7 - General Securities Representative Examination
BC
Issued 05/20/1986
Series 22 - Direct Participation Programs Representative Examination
BC
Issued 08/03/1984
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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