Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Crystal? Claim Your ProfileCrystal Diaz-granados is a registered representative with Wells Fargo Clearing Services, LLC. Crystal has over 20 years of experience in the financial services industry and is registered in California and Missouri. Crystal holds Series 4, 7, 9, 10, 24, 63, and 66 licenses and is a Registered Options Principal. Crystal previously worked with Scottrade, Inc., where she worked from 2002 to 2013. Crystal also owns Two Petals, LLC, a business that writes and publishes children's books. Crystal has provided investment advisory services to a wide range of clients, including individuals, corporations, and charitable organizations.
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
MO
08/20/2020 - Present
Wells Fargo Clearing Services, LLC (ST. LOUIS MO)
MO
11/04/2002 - 04/22/2013
SCOTTRADE, INC. (DESPERES MO)
BOTH
Issued 07/11/2020
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/18/2002
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/26/2017
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 10/01/2013
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 05/17/2007
Series 4 - Registered Options Principal Examination
BC
Issued 04/25/2005
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/01/2002
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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