Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Craig? Claim Your ProfileCraig Weinstein is a financial advisor with Concurrent Investment Advisors, LLC. Craig has been in the financial services industry since 2000 and has a wide range of experience in wealth management and financial planning. Craig has earned the Series 6, 7, 63, 65, 99TO, and SIE licenses and is registered to provide financial advice in 20 states. Craig is committed to providing his clients with personalized financial advice and investment strategies that are tailored to their unique needs and goals. Craig also has extensive experience working with individuals, families, and businesses. Craig's focus is on developing long-term relationships with clients and providing them with the guidance and support they need to achieve their financial goals.
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.
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.
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2
FL
06/21/2023 - Present
Concurrent Investment Advisors, LLC (TAMPA FL)
CA
09/27/2019 - 05/26/2023
RAYMOND JAMES FINANCIAL SERVICES, INC. (WALNUT CREEK CA)
CA
10/05/2012 - 10/14/2019
LPL FINANCIAL LLC (WALNUT CREEK CA)
CA
01/03/2011 - 10/08/2012
WELLS FARGO ADVISORS, LLC (CONCORD CA)
CA
12/04/2006 - 01/03/2011
WELLS FARGO INVESTMENTS, LLC (CONCORD CA)
CA
03/19/2004 - 11/30/2006
WM FINANCIAL SERVICES, INC. (ANTIOCH CA)
NY
08/28/2000 - 03/04/2004
CITICORP INVESTMENT SERVICES (LONG ISLAND CITY NY)
IA
Issued 10/25/2006
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/19/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/22/2023
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 05/22/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/19/2001
Series 7 - General Securities Representative Examination
BC
Issued 08/25/2000
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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