Unclaimed
Derek Noland Craig is a financial advisor currently registered with KKR Capital Markets LLC. Derek has been in the industry since 2012, having previously worked at Brookfield Oaktree Wealth Solutions LLC, Brookfield Private Advisors LLC and UBS Financial Services Inc. Derek holds a Series 66, SIE, and Series 7 licenses. Derek Craig is registered to provide securities services in all 50 states.
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.
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.
1
2
NY
03/21/2022 - Present
KKR Capital Markets LLC (New York NY)
NY
12/22/2021 - 02/28/2022
BROOKFIELD OAKTREE WEALTH SOLUTIONS LLC (NEW YORK NY)
NY
06/28/2018 - 12/22/2021
BROOKFIELD PRIVATE ADVISORS LLC (NEW YORK NY)
NJ
08/22/2012 - 07/05/2018
UBS FINANCIAL SERVICES INC. (WEEHAWKEN NJ)
BOTH
Issued 10/22/2012
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/21/2012
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Derek Craig is the right advisor for you? Invested Better is here to help.