Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Craig? Claim Your ProfileCraig Ulep is a financial advisor with over 17 years of experience in the financial services industry. Craig currently works with Global Retirement Partners LLC, a firm with a strong focus on providing comprehensive retirement planning services. Craig also has experience with Northwestern Mutual Investment Services, LLC and MML Investors Services, LLC. Craig is licensed to offer investment advisory services in multiple states and holds the Series 6, 7, 63, and 66 securities licenses as well as the SIE exam. Craig specializes in providing personalized financial planning and investment advice to individuals, families, and businesses. He is committed to helping clients achieve their financial goals through a comprehensive approach that considers their unique needs and circumstances.
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.
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
CA
08/31/2023 - Present
Global Retirement Partners LLC (SAN RAFAEL CA)
MD
11/01/2011 - 09/06/2023
MML INVESTORS SERVICES, LLC (HUNT VALLEY MD)
MD
12/14/2005 - 10/12/2011
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (ANNAPOLIS MD)
BOTH
Issued 01/23/2009
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/20/2006
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/17/2008
Series 7 - General Securities Representative Examination
BC
Issued 12/13/2005
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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