Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Craig? Claim Your ProfileCraig Alan Shensa is a financial advisor with over 25 years of experience in the industry. Craig is currently registered with LPL Financial LLC in Pennsylvania and Texas. Prior to LPL Financial LLC, Craig worked for Royal Alliance Associates, Inc. for 5 years and NFP Advisor Services, LLC for 15 years. Craig holds Series 6, 7, 24, 63, and 65 licenses. Craig specializes in providing financial planning, portfolio management, and investment advisory services to individuals, corporations, and charitable organizations.
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.
Consulting and other non-discretionary advisory 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.
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2
PA
03/10/2021 - Present
LPL Financial LLC (PITTSBURGH PA)
PA
01/25/2016 - 03/12/2021
ROYAL ALLIANCE ASSOCIATES, INC. (PITTSBURGH PA)
PA
03/23/2001 - 01/27/2016
NFP ADVISOR SERVICES, LLC (PITTSBURGH PA)
OH
05/27/1999 - 03/28/2001
VESTAX SECURITIES CORPORATION (HUDSON OH)
IN
03/22/1999 - 05/28/1999
LINCOLN FINANCIAL ADVISORS CORPORATION (FORT WAYNE IN)
IN
03/22/1999 - 05/28/1999
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (FORT WAYNE IN)
OH
03/02/1998 - 03/15/1999
VESTAX SECURITIES CORPORATION (HUDSON OH)
PA
03/25/1997 - 02/05/1998
BERKOWITZ, PIERCHALSKI INC. (PITTSBURGH PA)
IA
Issued 10/27/1997
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/27/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/14/2003
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/31/1997
Series 7 - General Securities Representative Examination
BC
Issued 11/14/1996
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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