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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 Matthew Wezenski is an investment advisor representative with Exencial Wealth Advisors. Craig has been in the industry since 1998 and has a wide range of experience in the financial services industry. Craig has passed both the Series 63 and Series 65 exams, which are required for individuals to provide investment advice in the United States. Craig also has a Series 7 and Series 52 license. Craig has worked for several firms including Fidelity Brokerage Services and H&R Block Financial Advisors. Craig is currently an equity partner at Exencial Wealth Advisors. Craig is a licensed investment advisor representative in Connecticut, North Carolina and Oklahoma. Craig is a specialist in a range of specialties including Retirement Planning, Portfolio Management, Estate Planning, Insurance Planning, and Business Planning.
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.
General consulting
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.
Revenue sharing arrangement
1
2
OK
06/09/2020 - Present
Exencial Wealth Advisors (OKLAHOMA CITY OK)
CT
01/09/2007 - 06/02/2014
FIDELITY BROKERAGE SERVICES LLC (GREENWICH CT)
NH
06/01/1998 - 12/19/2006
H&R BLOCK FINANCIAL ADVISORS, INC. (CONCORD NH)
IA
Issued 03/28/2001
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/08/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/26/2002
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 12/21/2000
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 11/09/1998
Series 7 - General Securities Representative Examination
BC
Issued 05/29/1998
Series 52 - Municipal Securities Representative Examination
Active
Inactive
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