Unclaimed
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..
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
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)
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
Active
Inactive
F
FINRA
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