Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Zachary? Claim Your ProfileZachary Craig is a financial advisor with CWA Asset Management Group based in Naples, FL. Zachary has been in the financial industry since September 16, 2009. Zachary is licensed in Florida and Pennsylvania and holds Series 63, 66, 7, and SIE licenses. The firm specializes in offering investment management services to individuals, corporations, and charitable organizations. They also provide financial planning, pension consulting, and market timing services.
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.
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.
A percentage of the total value of assets under management is charged.
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2
PA
02/05/2025 - Present
CWA Asset Management Group (Johnstown PA)
PA
11/23/2009 - 12/31/2013
LPL FINANCIAL LLC (JOHNSTOWN PA)
VA
01/01/2008 - 02/10/2009
FIDELITY BROKERAGE SERVICES LLC (ALEXANDRIA VA)
MA
05/15/2006 - 01/01/2008
FIDELITY INVESTMENTS INSTITUTIONAL SERVICES COMPANY, INC. (MARLBOROUGH MA)
BOTH
Issued 05/10/2024
Series 66 - Uniform Combined State Law Examination
BC
Issued 05/27/2006
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/12/2006
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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