Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Craig? Claim Your ProfileCraig Francis Gregozeski is a financial advisor with Wells Fargo Advisors Financial Network, LLC. Craig has been in the financial services industry since May 18, 2000. Craig's firm provides investment advisory services to institutional clients, and manages portfolios for both businesses and individuals. Craig is registered to provide investment advice in the states of Alaska, Arkansas, California, Florida, Georgia, Texas, Virginia, Washington, Wisconsin and Wyoming. Craig is also a registered representative in Georgia.
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
GA
11/29/2023 - Present
Wells Fargo Advisors Financial Network, LLC (ATLANTA GA)
GA
03/07/2014 - 12/06/2023
LPL FINANCIAL LLC (ATLANTA GA)
GA
06/30/2006 - 03/19/2014
J.P. MORGAN SECURITIES LLC (ATLANTA GA)
GA
07/01/2003 - 07/05/2006
WACHOVIA SECURITIES, LLC (ATLANTA GA)
NY
05/19/2000 - 07/01/2003
PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)
BC
Issued 06/06/2000
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 05/30/2000
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/18/2003
Series 31 - Futures Managed Funds Examination
BC
Issued 05/18/2000
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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