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Crystal Geneva Wasta

Kestra Investment Services, LLC

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About Crystal Geneva Wasta

Crystal Geneva Wasta is a registered representative with Kestra Investment Services, LLC in Dallas, Texas. Crystal is a Series 6, 7 and 63 licensed professional with over 10 years of experience in the financial services industry. Crystal has previously worked with Lincoln Financial Advisors Corporation and ING Financial Partners, Inc..

Firm Information

Crystal Wasta is currently registered with Kestra Investment Services, LLC. Kestra Investment Services, LLC is a Limited Liability Company formed in September 2014 and is registered with the SEC and in all 50 states, as well as the District of Columbia, Puerto Rico, and the Virgin Islands. The firm has been involved in 14 regulatory events and 2 arbitrations.

Not reported

Assets Under Management

Not reported

Total Clients

302

Total Financial Advisors

Services Offered

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.

Fee Structure

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.

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Crystal Wasta’s Registration & Firm History

TX

06/19/2017 - Present

Kestra Investment Services, LLC (DALLAS TX)

TX

08/06/2014 - 06/15/2017

LINCOLN FINANCIAL ADVISORS CORPORATION (DALLAS TX)

IA

09/18/2008 - 06/13/2014

ING FINANCIAL PARTNERS, INC. (DES MOINES IA)

IA

06/07/2007 - 09/02/2008

ING FINANCIAL ADVISERS, LLC (DES MOINES IA)

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Licenses & Designations

BC

Issued 07/14/2017

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 01/21/2015

Series 7 - General Securities Representative Examination

BC

Issued 06/06/2007

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Crystal Geneva Wasta.
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