Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Crystal? Claim Your ProfileCrystal Demarco is a financial advisor at Cetera Investment Advisers LLC. Crystal has been in the financial services industry for over 20 years. Crystal holds Series 6, 26, and 63 licenses and is registered in several states, including New York, Texas, Arizona, Colorado, Florida, Georgia, Illinois, Indiana, Louisiana, Massachusetts, Nevada, New Jersey, North Carolina, Pennsylvania, South Carolina, Vermont, Virginia, and Washington. Crystal also has experience providing financial planning services, pension consulting, educational seminars, and selection of other advisors.
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.
A percentage of the total value of assets under management is charged.
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NY
04/22/2022 - Present
Cetera Investment Advisers LLC (ENDICOTT NY)
NY
04/20/2000 - 06/25/2019
FORESTERS FINANCIAL SERVICES, INC. (ENDICOTT NY)
BC
Issued 1/11/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 1/5/2004
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 4/19/2000
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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