Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Craig? Claim Your ProfileCraig Gerard Oleske is a financial professional with over 20 years of experience in the industry. Craig has a wide range of experience and holds a variety of licenses and certifications, including the Series 6, 7, 63, and 6TO. Craig currently works with Principal Securities, Inc. and has been with them since 2021. Previously, Craig worked for Wells Fargo Funds Distributor, LLC and Strong Investments, Inc. Craig specializes in Financial Planning, Portfolio Management, and Pension Consulting. Craig is licensed to provide financial advice in 50 states and the District of Columbia.
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.
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.
Seminar fees, solicitors fees, subscription consulting fees
1
2
NC
07/09/2021 - Present
Principal Securities, Inc. (Charlotte NC)
WI
04/11/2005 - 04/10/2006
WELLS FARGO FUNDS DISTRIBUTOR, LLC (MENOMONEE FALLS WI)
WI
10/20/1999 - 04/11/2005
STRONG INVESTMENTS, INC. (MENOMONEE FALLS WI)
BC
Issued 08/09/2021
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/09/2021
SIE - Securities Industry Essentials Examination
BC
Issued 06/11/2021
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 06/08/2000
Series 7 - General Securities Representative Examination
BC
Issued 10/19/1999
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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