Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Chrystal? Claim Your ProfileChrystal Woollett is an investment advisor representative with Merrill Lynch, Pierce, Fenner & Smith Inc. Chrystal has been in the industry since 2008 and has a broad range of experience. Chrystal holds Series 7, 63, 65 and 66 licenses, and is registered in several states. Chrystal also holds a SIE exam. In addition to providing investment advice, Chrystal is also a Board Member of the Junior League of Harrisburg.
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.
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.
Performance measurement reports, allocation modeling, ips, research reports and services, see schedule d
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
NY
04/03/2023 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (NEW YORK NY)
PA
06/13/2017 - 01/24/2019
MML INVESTORS SERVICES, LLC (MECHANICSBURG PA)
PA
06/24/2015 - 07/21/2016
LINCOLN FINANCIAL ADVISORS CORPORATION (CAMP HILL PA)
PA
12/23/2008 - 06/16/2015
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (CAMPHILL PA)
BC
Issued 11/11/2022
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 12/05/2020
Series 65 - Uniform Investment Adviser Law Examination
BOTH
Issued 01/27/2009
Series 66 - Uniform Combined State Law Examination
BC
Issued 02/27/2023
Series 7TO - General Securities Representative Examination
BC
Issued 02/27/2023
SIE - Securities Industry Essentials Examination
BC
Issued 12/22/2008
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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