Craig R. Tesch
Professional summary
Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.
That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.
Craig Richard Tesch, CFP® was a registered financial professional .
Craig is a previously registered financial professional and started their career in finance in 1987. Craig had worked at 7 firms and has passed the Series 63, Series 7 and Series 6 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary)
The CRS(Customer Relationship Summary) document is not provided.
Certified licenses
Start date: 1992
Experience
August 12, 2009 - December 31, 2020
CRAIG R TESCH, CPA CFP MBA LLC
August 20, 2008 - November 3, 2009
BROKERSXPRESS LLC
February 7, 2005 - June 16, 2008
PACKERLAND BROKERAGE SERVICES, INC.
September 26, 2000 - February 7, 2005
EASTERN POINT ADVISORS INC.
July 25, 2000 - February 7, 2005
INVESTORS CAPITAL CORP.
October 9, 1991 - June 12, 2000
LOCUST STREET SECURITIES, INC.
June 22, 1987 - November 16, 1990
PFS INVESTMENTS INC.
State Registrations and Notice Filings
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Exams
Current Firm
CRAIG R TESCH, CPA CFP MBA LLC
CRD#: 147836 / SEC#:
Contact information
Red Flags
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