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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Peter? Claim Your ProfilePeter Harding Craig is a financial advisor who has been in the industry since 1969. Peter Harding Craig is currently registered with Independence Square Holdings, LLC as an Investment Advisor Representative. Peter Harding Craig holds the following licenses: Series 63, Series 7TO, SIE, and Series 1. Peter Harding Craig is also a Chartered Financial Consultant. Peter Harding Craig has previously worked for LPL Financial LLC, Princor Financial Services Corporation, and 1717 Capital Management Company. Peter Harding Craig is currently licensed in Pennsylvania.
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.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
Cash management & mortgage services
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.
Referral fees
1
2
PA
01/13/2020 - Present
Independence Square Holdings, LLC (KING OF PRUSSIA PA)
PA
03/17/2014 - 02/21/2024
LPL FINANCIAL LLC (KING OF PRUSSIA PA)
PA
10/24/2002 - 03/19/2014
PRINCOR FINANCIAL SERVICES CORPORATION (CONSHOHOCKEN PA)
DE
12/03/1969 - 11/15/2002
1717 CAPITAL MANAGEMENT COMPANY (NEWARK DE)
BC
Issued 07/18/1984
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/25/1969
Series 1 - Registered Representative Examination
Active
Inactive
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