Unclaimed
Chrystal Goland is a financial advisor with over 14 years of experience in the financial services industry. Chrystal currently works for LPL Financial LLC, where she has been registered since December 2018. Prior to joining LPL Financial LLC, Chrystal was employed by The O.N. Equity Sales Company from January 2014 to December 2018. She has also previously worked for Ameriprise Financial Services, Inc. and Banc of America Investment Services, Inc. Chrystal holds a Series 63, Series 66, and Series 7 licenses. She is also registered as an Investment Advisor Representative (IAR) in New Hampshire. Chrystal specializes in working with individuals, corporations, and other businesses. She offers a wide range of financial planning and investment services, including portfolio management, retirement planning, and college savings. Chrystal is committed to providing her clients with personalized financial advice that meets their individual needs.
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.
1
2
NH
12/21/2018 - Present
LPL Financial LLC (NORTH HAMPTON NH)
NH
01/02/2014 - 12/21/2018
THE O.N. EQUITY SALES COMPANY (North Hampton NH)
NH
08/21/2009 - 10/03/2013
AMERIPRISE FINANCIAL SERVICES, INC. (BEDFORD NH)
NH
04/24/2007 - 08/19/2009
BANC OF AMERICA INVESTMENT SERVICES, INC. (MANCHESTER NH)
BOTH
Issued 06/19/2010
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/09/2009
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/23/2007
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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