Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Crystal? Claim Your ProfileCrystal Chelette Wooldridge is a financial professional with over 15 years of experience in the industry. Crystal currently works with Raymond James & Associates, Inc. Crystal has a strong background in securities and investment advice and has worked with clients across a range of needs. Crystal holds a Series 66 license as well as Series 7, 9, 10 and 24 licenses. Crystal's work experience includes a previous position with MORGAN KEEGAN & COMPANY, INC. Crystal's areas of specialization include financial planning, investment advisory services and portfolio management. Crystal also offers advisory services to individuals, businesses, corporations, trusts, pension and profit sharing plans, and other financial institutions.
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.
Please see note in schedule d - miscellaneous
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
LA
11/10/2023 - Present
Raymond James & Associates, Inc. (SHREVEPORT LA)
LA
12/11/2008 - 02/13/2013
MORGAN KEEGAN & COMPANY, INC. (SHREVEPORT LA)
BOTH
Issued 11/16/2012
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/02/2016
Series 24 - General Securities Principal Examination
BC
Issued 11/11/2014
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 10/06/2014
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/10/2008
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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