Unclaimed
Creighton Dracca is a financial advisor who has been in the industry since 2012. Creighton currently works at Wintrust Investments LLC, and has experience with J.P. Morgan Securities LLC and Chase Investment Services Corp. Creighton is registered in 19 states and holds the Series 6, 7, 63, 66, and SIE licenses. Creighton's specializations include working with high-net-worth individuals, corporations, and pension plans. Creighton's firm offers financial planning, selection of other advisors, 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.
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
01/10/2020 - Present
Wintrust Investments LLC (HARTLAND WI)
WI
10/01/2012 - 01/23/2020
J.P. MORGAN SECURITIES LLC (FOX POINT WI)
WI
05/15/2012 - 10/01/2012
CHASE INVESTMENT SERVICES CORP. (MUSKEGO WI)
BOTH
Issued 07/08/2016
Series 66 - Uniform Combined State Law Examination
BC
Issued 05/22/2012
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/13/2016
Series 7 - General Securities Representative Examination
BC
Issued 05/14/2012
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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