Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Craig? Claim Your ProfileCraig Krespach is a financial advisor at Golden Financial Services. Craig has been in the industry since 2000 and has experience providing financial planning and portfolio management services to individuals. Craig holds both Series 63 and 65 licenses and has a Certified Financial Planner designation. The firm's assets under management are approximately $45,892,893, representing 242 accounts. Craig focuses on providing financial services to individuals with a focus on financial planning, consulting, and investment management.
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.
Personalized portfolio management to meet individual financial objectives.
Consulting
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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NH
10/14/2020 - Present
Golden Financial Services (PORTSMOUTH NH)
NH
11/01/2001 - 12/31/2006
COMMONWEALTH FINANCIAL NETWORK (HAMPTON NH)
DE
06/06/2001 - 11/05/2001
1717 CAPITAL MANAGEMENT COMPANY (NEWARK DE)
TX
01/24/2000 - 05/16/2001
H.D. VEST INVESTMENT SECURITIES, INC. (DALLAS TX)
IA
Issued 07/30/2001
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/14/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/22/2003
Series 24 - General Securities Principal Examination
BC
Issued 02/07/2000
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 02/06/2002
Series 7 - General Securities Representative Examination
BC
Issued 01/21/2000
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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