Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Craig? Claim Your ProfileCraig Allen Poet is a financial advisor registered with Wells Fargo Advisors Financial Network, LLC. Craig has been in the financial industry since 2007. Craig currently works out of the Wells Fargo Advisors Financial Network, LLC branch office in PONCA CITY, OK. Craig is registered as an investment advisor representative in Oklahoma and Texas. Craig is also licensed to sell securities in 16 states. Craig holds Series 66, Series 31, and Series 7 licenses and is licensed to sell securities in multiple states. Craig's primary business focus is providing investment consulting services to institutional clients, financial planning, and portfolio management for businesses and individuals. Craig is also the treasurer of the Community Health Foundation of Ponca City. Craig has been a registered representative with Wells Fargo Advisors Financial Network, LLC since 2012.
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.
Investment consulting services to institutional clients
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
OK
10/19/2012 - Present
Wells Fargo Advisors Financial Network, LLC (PONCA CITY OK)
OK
01/01/2008 - 10/19/2012
WELLS FARGO ADVISORS, LLC (PONCA CITY OK)
OK
05/08/2007 - 01/03/2008
A. G. EDWARDS & SONS, INC. (PONCA CITY OK)
BOTH
Issued 05/18/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/18/2009
Series 31 - Futures Managed Funds Examination
BC
Issued 05/07/2007
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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