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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Crissel? Claim Your ProfileCrissel Lopez is a financial advisor at Fidelity Personal and Workplace Advisors in New Haven, Connecticut. Crissel has been a financial advisor for over 20 years, starting their career at Quick & Reilly, Inc. in 2001. Crissel's areas of expertise include financial planning and portfolio management for individuals and businesses. Crissel has a wide range of experience in the financial industry, having worked with a variety of clients, including high-net-worth individuals, corporations, and retirement plans.
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.
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.
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2
CT
05/10/2022 - Present
Fidelity Personal AND Workplace Advisors (NEW HAVEN CT)
CT
08/29/2017 - 08/17/2020
TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC (HAMDEN CT)
CT
07/15/2013 - 08/16/2017
PRUDENTIAL INVESTMENT MANAGEMENT SERVICES LLC (HARTFORD CT)
CT
06/18/2007 - 07/10/2013
PRUDENTIAL ANNUITIES DISTRIBUTORS, INC (SHELTON CT)
FL
06/19/2006 - 04/20/2007
WACHOVIA SECURITIES, LLC (ENGLEWOOD FL)
MA
10/20/2004 - 07/13/2005
BANC OF AMERICA INVESTMENT SERVICES, INC. (BOSTON MA)
NY
05/24/2004 - 10/20/2004
QUICK & REILLY, INC. (NEW YORK NY)
MO
01/28/2002 - 05/06/2004
WACHOVIA SECURITIES, LLC (ST. LOUIS MO)
NY
06/27/2001 - 09/24/2001
QUICK & REILLY, INC. (NEW YORK NY)
IA
Issued 8/17/2004
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 7/10/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 7/7/2004
Series 7 - General Securities Representative Examination
BC
Issued 6/26/2001
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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