Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Crystal? Claim Your ProfileCrystal Dionne Epps is an Investment Advisor Representative with PFS Investments Inc. Crystal has been in the industry since 2018 and has a Series 6, Series 26, Series 63 and Series 65 license. Crystal is registered in California, Mississippi, Tennessee and Texas. Crystal holds a SIE license. Crystal has experience in financial planning and portfolio management. In addition to her work at PFS Investments Inc., Crystal is a partner in First Carolina Ventures, LLC, which manages consumer brands of skin and haircare products.
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.
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.
A percentage of the total value of assets under management is charged.
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2
MS
04/02/2024 - Present
PFS Investments Inc. (SOUTHAVEN MS)
IA
Issued 03/23/2019
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/29/2018
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/26/2018
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/02/2018
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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