Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Crystal? Claim Your ProfileCrystal Buchholz is a financial advisor with over 7 years of experience in the financial services industry. Crystal is registered with Wells Fargo Clearing Services, LLC and is currently located in Memphis, TN. Crystal is licensed to provide investment advice in Alabama, Arkansas, Massachusetts, Tennessee and Utah. Crystal has passed the Series 7, Series 9, Series 10, and Series 66 exams and is currently working towards obtaining more certifications. Crystal has previously worked with Morgan Stanley and Wells Fargo Advisors Financial Network, LLC. Crystal is committed to providing her clients with personalized financial advice and helping them 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.
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.
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2
TN
03/27/2023 - Present
Wells Fargo Clearing Services, LLC (MEMPHIS TN)
AL
11/09/2022 - 02/21/2023
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC (DECATUR AL)
AL
09/23/2019 - 11/09/2022
WELLS FARGO CLEARING SERVICES, LLC (DECATUR AL)
AL
11/12/2018 - 09/16/2019
MORGAN STANLEY (HUNTSVILLE AL)
BOTH
Issued 05/06/2019
Series 66 - Uniform Combined State Law Examination
BC
Issued 06/06/2023
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 04/03/2023
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 11/13/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/12/2018
Series 7 - General Securities 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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