Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Craig? Claim Your ProfileCraig William Mardi is a registered investment advisor representative associated with Cetera Investment Advisers LLC. Craig Mardi has been in the securities industry since January 13, 1993. Craig Mardi is currently licensed in Nebraska and has been associated with Cetera Investment Advisers LLC since June 2023. Cetera Investment Advisers LLC is an investment advisory firm with headquarters in Schaumburg, Illinois. The firm provides a range of financial services including financial planning, pension consulting, educational seminars, and portfolio management for individuals and businesses.
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.
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.
1
2
NE
06/29/2023 - Present
Cetera Investment Advisers LLC (OMAHA NE)
CA
05/24/1996 - 05/20/1997
LOMBARD BROKERAGE, INC. (SAN FRANCISCO CA)
CA
09/09/1993 - 06/17/1996
THOMAS F. WHITE & CO., INCORPORATED (SAN FRANCISCO CA)
CA
07/30/1993 - 07/22/1994
MONTANO SECURITIES CORPORATION (ORANGE CA)
NA
04/26/1985 - 08/27/1986
WADDELL & REED, INC.
BC
Issued 7/20/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 7/22/1993
Series 7 - General Securities Representative Examination
BC
Issued 4/25/1985
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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