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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Craig? Claim Your ProfileCraig Chamberlin Dewey is a financial advisor with Wellth Advisory Services, LLC. Craig has been a registered financial advisor since 1979. Prior to joining Wellth Advisory Services, LLC, Craig worked at KESTRA Investment Services, LLC, Financial Telesis Inc, Centaurus Financial, Inc., AXA Advisors, LLC, and The Equitable Life Assurance Society of the United States. Craig is a Chartered Financial Consultant and has experience in financial planning, pension consulting, and portfolio 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.
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.
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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VA
06/28/2024 - Present
Wellth Advisory Services, LLC (Williamsburg VA)
VA
08/15/2014 - 04/01/2019
KESTRA INVESTMENT SERVICES, LLC (Williamsburg VA)
VA
01/15/2008 - 08/12/2014
FINANCIAL TELESIS INC (WILLIAMSBURG VA)
VA
05/16/2001 - 01/16/2008
CENTAURUS FINANCIAL, INC. (WILLLIAMSBURG VA)
NY
10/20/1980 - 05/25/2001
AXA ADVISORS, LLC (NEW YORK NY)
NY
08/14/1979 - 01/05/2000
THE EQUITABLE LIFE ASSURANCE SOCIETY OF THE UNITED STATES (NEW YORK NY)
IA
Issued 06/05/1992
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/25/1985
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/17/2003
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/04/2000
Series 7 - General Securities Representative Examination
BC
Issued 08/06/1979
Series 1 - Registered Representative Examination
Active
Inactive
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