Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Crystal? Claim Your ProfileCrystal Woodberry is an Investment Advisor Representative, licensed with Janney Montgomery Scott LLC. Crystal has over 15 years of experience in the financial services industry. Crystal is also registered as a Registered Representative in North Carolina. Crystal specializes in providing financial advice to individuals, corporations, and institutions. Crystal has a wide range of experience in financial planning, portfolio management, and retirement planning. Crystal is committed to helping clients achieve their financial goals.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Fee plus commission
1
2
NC
11/18/2020 - Present
Janney Montgomery Scott LLC (Cary NC)
NC
12/20/2018 - 04/15/2019
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (CARY NC)
NC
12/23/2014 - 12/05/2018
FIRST CITIZENS INVESTOR SERVICES, INC. (RALEIGH NC)
SC
10/02/2015 - 02/22/2016
FIRST CITIZENS SECURITIES CORPORATION (COLUMBIA SC)
BOTH
Issued 11/17/2020
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/02/2015
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/23/2014
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
N
New York Stock Exchange
Not sure Crystal Woodberry is the right advisor for you? Invested Better is here to help.
