Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Craig? Claim Your ProfileCraig Whiting is a registered representative and investment advisor representative. Craig has been in the financial services industry since 2005. Craig is currently registered with PFS Investments Inc., a firm based in Duluth, Georgia. Craig is also registered in Minnesota, South Dakota, and Wisconsin. Craig has passed the Series 6, Series 63, Series 65, and SIE exams. In addition to his financial services career, Craig also operates a car wash and laundry mat business in Washburn, Wisconsin.
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.
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.
A percentage of the total value of assets under management is charged.
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WI
01/02/2025 - Present
PFS Investments Inc. (RICE LAKE WI)
IA
Issued 10/27/2016
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/17/2005
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/11/2005
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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