Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Crystal? Claim Your ProfileCrystal D. Crawford is a financial advisor with over 25 years of experience in the financial services industry. Crystal has been registered with Wells Fargo Clearing Services, LLC since July 2020. Prior to that, Crystal was registered with Merrill Lynch, Pierce, Fenner & Smith Incorporated for over 8 years. Crystal has held licenses with several other firms over the years, including First Union Brokerage Services, Inc. and Signet Financial Services, Inc. Crystal holds a Series 6, 7, 10, 24, 63 and 65 licenses as well as the SIE and Series 3. Crystal has a broad range of experience in the financial services industry and is committed to providing her clients with personalized financial advice and solutions.
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.
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.
Investment consulting services to institutional clients
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
VA
07/21/2020 - Present
Wells Fargo Clearing Services, LLC (CHARLOTTESVILLE VA)
VA
08/12/2011 - 07/22/2020
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (CHARLOTTESVILLE VA)
VA
10/01/2000 - 07/27/2011
WELLS FARGO ADVISORS, LLC (RICHMOND VA)
NC
03/30/1998 - 10/01/2000
FIRST UNION BROKERAGE SERVICES, INC. (CHARLOTTE NC)
NA
03/06/1998 - 03/30/1998
FIRST UNION BROKERAGE SERVICES, INC.
NC
03/18/1997 - 03/04/1998
SIGNET FINANCIAL SERVICES,INC. (CHARLOTTE NC)
IA
Issued 08/19/1997
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/07/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/28/2000
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 08/28/2000
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 05/15/1998
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/13/2005
Series 3 - National Commodity Futures Examination
BC
Issued 11/05/1997
Series 7 - General Securities Representative Examination
BC
Issued 03/17/1997
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
Nasdaq GEMX, LLC
N
Nasdaq ISE, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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