Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Craig? Claim Your ProfileCraig Poluszek is a financial advisor with over 10 years of experience in the industry. Craig is currently registered with LPL Financial LLC. Craig is licensed to provide financial advice and investment services in Ohio, West Virginia and South Carolina. Craig has experience with a variety of financial products and services, including investment management, financial planning, and retirement planning. Craig's prior experience also includes working for J.P. Morgan Securities LLC, Fidelity Brokerage Services LLC, TIAA-CREF Individual & Institutional Services, LLC, Horace Mann Investors, Inc., and AXA Advisors, LLC.
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.
Consulting and other non-discretionary advisory services
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
SC
02/14/2025 - Present
LPL Financial LLC (FORT MILL SC)
OH
10/03/2023 - 03/16/2024
J.P. MORGAN SECURITIES LLC (Columbus OH)
RI
11/21/2022 - 07/27/2023
FIDELITY BROKERAGE SERVICES LLC (SMITHFIELD RI)
WV
10/27/2021 - 10/07/2022
TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC (MORGANTOWN WV)
SC
03/02/2021 - 10/21/2021
LPL FINANCIAL LLC (FORT MILL SC)
PA
01/28/2019 - 10/10/2019
HORACE MANN INVESTORS, INC. (Washington PA)
OH
12/08/2016 - 01/08/2019
J.P. MORGAN SECURITIES LLC (Westerville OH)
OH
05/20/2016 - 07/28/2016
AXA ADVISORS, LLC (COLUMBUS OH)
OH
09/10/2014 - 11/09/2015
SANDERS MORRIS HARRIS LLC (COLUMBUS OH)
OH
10/26/2013 - 09/25/2014
MORGAN STANLEY (COLUMBUS OH)
OH
04/12/2011 - 07/21/2011
WADDELL & REED, INC. (DUBLIN OH)
WV
02/23/2009 - 12/14/2009
PARK AVENUE SECURITIES LLC (MORGANTOWN WV)
WV
08/29/2007 - 02/06/2009
METLIFE SECURITIES INC. (MORGANTOWN WV)
OH
09/14/2006 - 01/17/2007
PRUCO SECURITIES, LLC. (COLUMBUS OH)
BOTH
Issued 01/20/2023
Series 66 - Uniform Combined State Law Examination
IA
Issued 07/28/2009
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/05/2006
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/09/2017
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/25/2013
Series 7 - General Securities Representative Examination
BC
Issued 09/13/2006
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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