Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Craig? Claim Your ProfileCraig Berthel is a financial advisor with Pacific Select Distributors, LLC, a firm based in Newport Beach, CA. Craig has been in the financial services industry since 1992. He has a Series 7 and Series 63 license and has been registered in Michigan since 1998 and in Ohio since 2022. Craig previously worked at Endeavor Group in Denver, CO and Berthel, Fisher & Company Financial Services, Inc. in Cedar Rapids, IA.
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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2
CA
09/16/1996 - Present
Pacific Select Distributors, LLC (NEWPORT BEACH CA)
CO
02/14/1995 - 03/08/1996
ENDEAVOR GROUP (DENVER CO)
IA
07/24/1992 - 10/13/1994
BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC. (CEDAR RAPIDS IA)
BC
Issued 07/31/1992
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/22/1992
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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