Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Richard? Claim Your ProfileRichard Craft is a financial advisor with over 40 years of experience in the industry. Richard holds a variety of licenses and certifications, including the Series 7, Series 6, Series 63, Series 22, and Series 65. Richard is also a Chartered Financial Consultant. Richard is currently registered with BCG Securities, Inc. and Wealth Advisory Group, Inc. Richard has worked with BCG Securities, Inc. since 2010. Richard's practice focuses on providing financial planning, portfolio management, and investment advisory services to individuals, high-net-worth individuals, businesses, and corporations.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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2
NJ
02/23/2010 - Present
BCG Securities, Inc. (CHERRY HILL NJ)
PA
10/31/1981 - 02/19/2010
AXA ADVISORS, LLC (WAYNE PA)
NY
10/31/1981 - 01/05/2000
THE EQUITABLE LIFE ASSURANCE SOCIETY OF THE UNITED STATES (NEW YORK NY)
IA
Issued 04/22/1991
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/18/1983
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/13/1999
Series 7 - General Securities Representative Examination
BC
Issued 01/03/1986
Series 22 - Direct Participation Programs Representative Examination
BC
Issued 10/20/1981
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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