Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Crystal? Claim Your ProfileCrystal Gilbertson is a financial advisor with Charles Schwab & CO., Inc. Crystal is a registered representative with FINRA and a Registered Investment Advisor. Crystal is licensed in 51 states and the District of Columbia. Crystal has worked in the financial industry for over eight years and has a wide range of experience in financial planning, investment management, and retirement planning. Crystal has been a licensed broker since 2014, and her expertise spans the spectrum of financial services. Crystal’s expertise is primarily focused on providing financial planning advice to individual investors, as well as offering investment management and retirement planning services. She is passionate about helping clients achieve their financial goals, and is committed to providing personalized and comprehensive financial advice.
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.
Helps you choose top advisors aligned with your financial goals.
Wrap fee program sponsor and financial planning advisor referral program
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.
Asset based fees for wrap pgrms & subsc pricing for fin planning
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2
AZ
01/04/2023 - Present
Charles Schwab & CO., Inc. (Phoenix AZ)
AZ
02/18/2021 - 08/08/2022
ROBINHOOD FINANCIAL, LLC (Tempe AZ)
NE
12/17/2014 - 12/31/2020
TD AMERITRADE, INC. (OMAHA NE)
BOTH
Issued 04/23/2018
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/02/2015
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/31/2023
Series 4 - Registered Options Principal Examination
BC
Issued 11/04/2016
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/17/2014
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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