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 Weidenfeller is an investment advisor representative with Mercer Global Advisors Inc. located in Denver, Colorado. Craig has been in the industry since 1997 and holds Series 63, 66 and 7 licenses. Craig's previous experience includes working for Merrill Lynch, Pierce, Fenner & Smith Incorporated and BG Worldwide Securities, Inc. Craig is also registered in the state of Colorado.
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.
Trust services, estate planning, tax return preparation, consultation
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.
1
2
CO
10/21/2019 - Present
Mercer Global Advisors Inc. (DENVER CO)
CO
04/15/2019 - 09/11/2019
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (DENVER CO)
CA
02/24/2005 - 02/25/2005
BG WORLDWIDE SECURITIES, INC. (WESTLAKE VILLAGE CA)
IN
04/02/2003 - 10/25/2004
LINCOLN FINANCIAL ADVISORS CORPORATION (FORT WAYNE IN)
IN
04/02/2003 - 10/25/2004
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (FORT WAYNE IN)
CO
04/16/2001 - 02/12/2002
JANUS DISTRIBUTORS, INC. (DENVER CO)
CO
01/02/2001 - 04/03/2001
JANUS DISTRIBUTORS, INC. (DENVER CO)
NY
06/04/1997 - 02/16/2000
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
BOTH
Issued 05/17/2019
Series 66 - Uniform Combined State Law Examination
BC
Issued 04/22/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/13/2019
Series 7TO - General Securities Representative Examination
BC
Issued 03/01/2019
SIE - Securities Industry Essentials Examination
BC
Issued 06/03/1997
Series 7 - General Securities Representative Examination
Active
Inactive
Not sure Craig Weidenfeller is the right advisor for you? Invested Better is here to help.
