Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Crystal? Claim Your ProfileCrystal Elette General is a financial advisor located in Boca Raton, FL. Crystal is currently registered with Mesirow Financial, Inc. and has been in the industry since July 14, 2009. Crystal is a Series 7, 24, 63 and 99TO licensed professional. Crystal has also held previous roles with Wells Fargo Securities, LLC and Mesirow Financial, Inc. in Charlotte, NC and Chicago, IL, respectively.
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.
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.
1
2
FL
06/24/2011 - Present
Mesirow Financial, Inc. (BOCA RATON FL)
NC
10/19/2007 - 07/07/2009
WELLS FARGO SECURITIES, LLC (CHARLOTTE NC)
IL
09/27/2005 - 12/16/2005
MESIROW FINANCIAL, INC. (CHICAGO IL)
BC
Issued 09/19/2011
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/01/2014
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/26/2005
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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