Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Crystal? Claim Your ProfileCrystal Ann Kolcz is a financial advisor with over 14 years of experience in the industry. Crystal has been registered with LPL Financial LLC since April 2022. Prior to joining LPL Financial LLC, Crystal was with Fifth Third Securities, Inc. and M Holdings Securities, Inc. Crystal is a Certified Financial Planner and holds Series 7, 24 and 66 licenses. Crystal specializes in providing financial planning, portfolio management and other advisory services to a variety of clients, including individuals, businesses, pension plans, charitable organizations, and other investment advisors.
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.
Consulting and other non-discretionary advisory services
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
IL
04/20/2022 - Present
LPL Financial LLC (DOWNERS GROVE IL)
IL
07/03/2012 - 05/21/2021
FIFTH THIRD SECURITIES, INC. (CHICAGO IL)
IL
02/23/2012 - 06/13/2012
M HOLDINGS SECURITIES, INC. (LINCOLNSHIRE IL)
IL
07/20/2007 - 02/10/2012
FIFTH THIRD SECURITIES, INC. (CHICAGO IL)
BOTH
Issued 08/11/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/01/2009
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/19/2007
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Crystal Kolcz is the right advisor for you? Invested Better is here to help.
