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Craig P

Series 63, Series 65, Series 66

Morgantown, WV

LPL Enterprise

Craig Poluszek is a financial advisor with LPL Enterprise, holding Series 63, 65, and 66 licenses and bringing 13 years of industry experience. His prior roles include positions at J.P. Morgan Securities, Fidelity Investments, TIAA, Morgan Stanley, and other financial services firms. He is based in Morgantown, WV. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individual and high-net-worth investors, retirement plans, banks, and charitable entities. The firm employs a model-driven investment approach and offers access to third-party asset managers, financial planning, and insurance products through affiliated entities.

Tax-loss harvesting
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John F

Series 63, Series 65

Morgantown, WV

LPL Enterprise

John Faith is a financial advisor with LPL Enterprise, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. He has worked at Prudential Insurance Company of America since 1993 and was with Pruco Securities, LLC for 31 years. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individual and high-net-worth investors, retirement plans, banks, and charitable entities. The firm utilizes model-driven investment implementation and offers financial planning, access to third-party asset managers, and participation in wrap programs.

Tax-loss harvesting
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