Unclaimed
Chrystal Badillo is a registered representative with Level Four Advisory Services. Chrystal is a seasoned financial professional with over 30 years of experience in the industry. Chrystal has held various roles with leading financial institutions including Raymond James & Associates, Inc., CS First Boston Corporation, and ING BARING (U.S.) Securities, Inc.
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.
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.
Solicitor fees - portion of assets managed by other advisors
1
2
TX
01/01/2022 - Present
Level Four Advisory Services (DALLAS TX)
TX
03/28/2018 - 04/09/2021
FORESIDE FUND SERVICES, LLC (DALLAS TX)
TX
01/22/2016 - 05/16/2016
HILLTOP SECURITIES INC. (Dallas TX)
TX
11/02/2015 - 01/22/2016
FIRST SOUTHWEST COMPANY, LLC (Dallas TX)
TX
09/17/2012 - 11/21/2014
CAPITAL INSTITUTIONAL SERVICES, INC. (DALLAS TX)
NY
10/04/2001 - 04/04/2012
RAYMOND JAMES & ASSOCIATES, INC. (NEW YORK NY)
NJ
11/02/1999 - 10/01/2001
KNIGHT SECURITIES, L.P. (JERSEY CITY NJ)
NY
08/19/1999 - 11/02/1999
TRIMARK SECURITIES, L.P. (PURCHASE NY)
NY
06/11/1998 - 03/02/1999
ROBERT FLEMING INC. (NEW YORK NY)
NY
02/10/1996 - 02/05/1998
ING BARING (U.S.) SECURITIES, INC. (NEW YORK NY)
NY
11/23/1993 - 10/04/1995
CS FIRST BOSTON CORPORATION (NEW YORK NY)
NY
06/19/1992 - 12/06/1993
PARIBAS CORPORATION (NEW YORK NY)
NY
03/25/1987 - 06/24/1992
CS FIRST BOSTON CORPORATION (NEW YORK NY)
NA
07/23/1985 - 03/14/1987
WAKO SECURITIES(AMERICA), INC.
BOTH
Issued 12/30/2021
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/23/1985
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/30/2016
Series 53 - Municipal Securities Principal Examination
BC
Issued 06/08/1993
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 52TO - Municipal Securities Representative Examination
BC
Issued 01/02/2023
Series 57TO - Securities Trader Exam
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/01/2013
Series 3 - National Commodity Futures Examination
BC
Issued 12/13/1999
Series 55 - Limited Representative-Equity Trader Exam
BC
Issued 07/20/1985
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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