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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you David? Claim Your ProfileDavid Peter Craig is a financial advisor with Raymond James Financial Services Advisors, Inc. David has been working in the industry since 2002 and is registered with both the state of Ohio and the Financial Industry Regulatory Authority (FINRA). David has experience working with clients of all types, including individuals, families, corporations, and retirement plans. David holds Series 63, 66, 7, and 24 licenses. David has also worked with Wells Fargo Advisors Financial Network, LLC and Edward Jones. David's professional designations include:
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.
Hourly & fixed rate consultations
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Per participant (erisa)
1
2
OH
07/11/2016 - Present
Raymond James Financial Services Advisors, Inc. (Mason OH)
OH
02/10/2006 - 05/24/2016
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC (MASON OH)
OH
03/12/2002 - 02/14/2006
EDWARD JONES (MASON OH)
BOTH
Issued 02/06/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/14/2002
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/10/2006
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/11/2002
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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