Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Craig? Claim Your ProfileCraig Surprise is an investment advisor representative at Osaic Wealth, Inc. in Appleton, Wisconsin. Craig has been in the financial services industry since 2001. He has worked at a number of firms, including Woodbury Financial Services, Inc. and United Securities Alliance, Inc. Craig has a broad range of experience in the industry. He is licensed in a number of states and has passed a variety of exams, including the Series 6, 7, 63 and 65 exams. Craig specializes in providing financial planning and portfolio management services to 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
WI
01/19/2024 - Present
Osaic Wealth, Inc. (APPLETON WI)
WI
01/28/2002 - 01/19/2024
WOODBURY FINANCIAL SERVICES, INC. (APPLETON WI)
CO
03/05/2001 - 01/24/2002
UNITED SECURITIES ALLIANCE, INC. (GREENWOOD VILLAGE CO)
GA
02/06/2001 - 02/22/2001
WMA SECURITIES, INC. (DULUTH GA)
IA
Issued 1/19/2004
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 2/6/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 6/27/2001
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 2/21/2003
Series 7 - General Securities Representative Examination
BC
Issued 2/5/2001
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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