Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Craig? Claim Your ProfileCraig Venard is a financial advisor with over 30 years of experience in the industry. Craig works at Osaic Wealth, INC., a firm with over 40,000 clients and assets under management in excess of $90 billion. Craig specializes in providing financial planning, portfolio management, and pension consulting services to individuals, families, and businesses. Craig holds Series 6, 22, 63 and 65 licenses.
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.
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2
MO
01/03/2017 - Present
Osaic Wealth, Inc. (ST. LOUIS MO)
SC
05/27/2004 - 08/17/2005
LINSCO/PRIVATE LEDGER CORP. (FORT MILL SC)
CT
11/26/2001 - 06/02/2004
WS GRIFFITH SECURITIES, INC. (HARTFORD CT)
MO
07/11/1996 - 11/26/2001
FFP SECURITIES, INC. (CHESTERFIELD MO)
CT
01/10/1994 - 06/19/1996
W. S. GRIFFITH & CO., INC. (HARTFORD CT)
NY
01/11/1985 - 12/23/1993
NEW ENGLAND SECURITIES (NEW YORK NY)
IA
Issued 12/7/2016
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 1/15/1985
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 8/21/1987
Series 22 - Direct Participation Programs Representative Examination
BC
Issued 1/9/1985
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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