Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Crysta? Claim Your ProfileCrysta Berry is a registered investment advisor representative (IAR) with Principal Advised Services. Crysta has been in the financial services industry for over 20 years, working in a variety of roles including mortgage lending, banking, and retirement planning. Crysta's experience, combined with her Series 63, Series 66, and Series 7 licenses, allows her to provide comprehensive financial advice to clients. Crysta specializes in portfolio management and retirement planning. She is committed to providing her clients with personalized advice and guidance to help them achieve their financial goals.
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.
Helps you choose top advisors aligned with your financial goals.
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.
A percentage of the total value of assets under management is charged.
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2
IA
05/16/2024 - Present
Principal Advised Services (WATERLOO IA)
BOTH
Issued 05/16/2024
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/08/2021
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/15/2024
Series 7TO - General Securities Representative Examination
BC
Issued 03/26/2021
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 01/22/2021
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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