Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Crystal? Claim Your ProfileCrystal Aesook Nguyen is a financial advisor at Cetera Investment Advisers LLC. Crystal has been working in the financial services industry since 2004 and has extensive experience in providing financial planning, portfolio management, and other advisory services to individuals, businesses, and institutions. Crystal is committed to helping clients achieve their financial goals and is dedicated to providing personalized service and expert advice.
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.
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2
TX
03/21/2024 - Present
Cetera Investment Advisers LLC (HOUSTON TX)
TX
03/25/2017 - 04/30/2021
MML INVESTORS SERVICES, LLC (HOUSTON TX)
TX
12/19/2014 - 03/25/2017
MSI FINANCIAL SERVICES, INC. (HOUSTON TX)
TX
06/20/2012 - 09/12/2014
UBS FINANCIAL SERVICES INC. (HOUSTON TX)
TX
06/01/2009 - 02/16/2012
MORGAN STANLEY SMITH BARNEY (HOUSTON TX)
TX
01/20/2006 - 06/01/2009
CITIGROUP GLOBAL MARKETS INC. (HOUSTON TX)
IL
04/18/2005 - 01/17/2006
CHASE INVESTMENT SERVICES CORP. (CHICAGO IL)
IL
02/05/2004 - 03/15/2005
BANC ONE SECURITIES CORPORATION (CHICAGO IL)
TX
08/20/2003 - 01/05/2004
AMERICAN GENERAL DISTRIBUTORS, INC. (HOUSTON TX)
IA
Issued 04/17/2007
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/08/2003
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/14/2007
Series 31 - Futures Managed Funds Examination
BC
Issued 10/10/2005
Series 7 - General Securities Representative Examination
BC
Issued 08/19/2003
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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