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 Simpson is a financial professional with over 19 years of experience in the industry. She has a strong background in investment banking and is currently registered with Evercore Group LLC. Crystal has a broad range of experience, having previously worked at Barclays Capital Inc. and Lehman Brothers Inc. Crystal is licensed to provide investment advice in 37 states, including New York, California, Florida, and Texas. She is a Series 7, Series 24, and Series 79TO licensed representative.
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.
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.
1
2
NY
11/08/2019 - Present
Evercore Group LLC (NEW YORK NY)
NY
09/22/2008 - 09/19/2019
BARCLAYS CAPITAL INC. (NEW YORK NY)
NY
09/15/2004 - 09/22/2008
LEHMAN BROTHERS INC. (NEW YORK NY)
BC
Issued 08/19/2009
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/17/2017
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 79TO - Investment Banking Registered Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/14/2004
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
I
Investors' Exchange LLC
N
Nasdaq BX, Inc.
N
Nasdaq Stock Market
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