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Thomas Paul Craig is a financial advisor currently registered with Commonwealth Financial Network. Mr. Craig has been in the industry since 1991, working with clients on their investment goals. He has a diverse background and has worked with a variety of clients from individuals to corporations, charitable organizations, and pension and profit-sharing plans. Mr. Craig holds the Series 6 and Series 63 licenses. Mr. Craig offers investment advice and portfolio management services. He also provides educational seminars, financial planning, and publication of periodicals. Mr. Craig is committed to providing his clients with the highest level of service.
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
05/28/2009 - Present
Commonwealth Financial Network (WILMINGTON MA)
TX
03/22/2001 - 04/01/2005
H.D. VEST INVESTMENT SERVICES (DALLAS TX)
NY
03/12/1996 - 10/12/2000
NEW ENGLAND SECURITIES (NEW YORK NY)
TX
12/16/1994 - 02/20/1996
H.D. VEST INVESTMENT SECURITIES, INC. (DALLAS TX)
BC
Issued 01/20/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/12/1993
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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