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Craig Thomas Preisendefer

Latitude Advisors, LLC

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About Craig Thomas Preisendefer

Craig Preisendefer is a financial advisor with Latitude Advisors, LLC. Craig has been in the industry since 1992. Craig is registered with the state of Pennsylvania. Craig holds the Series 6, 7 and 63 licenses. Craig offers investment services through Latitude Advisors, LLC, a registered investment advisor.

Firm Information

Craig Preisendefer is currently registered with Latitude Advisors, LLC. Latitude Advisors, LLC is an investment advisor with 74 investment advisor representatives and 62 registered representatives. The firm manages approximately $340,392,000 in assets for individuals, corporations, pension plans, and other clients. Latitude Advisors, LLC provides financial planning, pension consulting, and selection of other advisors.

$340.39M

Assets Under Management

10

Total Clients

62

Total Financial Advisors

Services Offered

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.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

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.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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other

Third party referral fees

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Craig Preisendefer’s Registration & Firm History

PA

05/29/2015 - Present

Latitude Advisors, LLC (PITTSBURGH PA)

CA

03/03/2010 - 09/12/2011

FORESTERS EQUITY SERVICES, INC. (SAN DIEGO CA)

PA

05/18/1994 - 02/02/2010

HORNOR, TOWNSEND & KENT, INC. (PITTSBURGH PA)

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Licenses & Designations

BC

Issued 04/21/1994

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 05/19/1997

Series 7 - General Securities Representative Examination

BC

Issued 05/17/1994

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Craig Thomas Preisendefer.
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