Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Debora? Claim Your ProfileDebora Craig has been in the financial industry for over 20 years, with experience at firms such as Edward Jones, Citigroup Global Markets Inc., and Raymond James Financial Services, Inc. Debora is currently registered with Commonwealth Financial Network, a firm headquartered in Waltham, MA. Debora is a Certified Financial Planner and holds various licenses and certifications. Debora is also a co-owner of Walnut Properties, LLC, an entity created for the purpose of buying and managing residential real estate in Traverse City, MI. Debora’s experience and expertise allow Debora to provide comprehensive financial planning and investment management services to a wide range of clients, including individuals, families, 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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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2
MA
01/26/2024 - Present
Commonwealth Financial Network (WALTHAM MA)
MI
02/06/2009 - 02/07/2024
RAYMOND JAMES FINANCIAL SERVICES, INC. (TRAVERSE CITY MI)
MI
10/14/2004 - 02/26/2009
CITIGROUP GLOBAL MARKETS INC. (TRAVERSE CITY MI)
MO
04/18/2000 - 10/18/2004
EDWARD JONES (ST. LOUIS MO)
IA
Issued 01/31/2005
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/19/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/17/2009
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 04/17/2009
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/17/2000
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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