Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Crystal? Claim Your ProfileCrystal Martin is a financial advisor with over 20 years of experience in the financial services industry. Crystal is currently registered with Wells Fargo Clearing Services, LLC. Crystal holds a variety of licenses and certifications, including Series 7, 9, 10, 31, 63, 65, 99TO and SIE. Crystal has worked for several firms in the past, including Morgan Stanley DW INC. Crystal has a broad range of experience and expertise in financial planning, portfolio management and investment consulting.
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.
1
2
VA
07/14/2004 - Present
Wells Fargo Clearing Services, LLC (CHARLOTTESVILLE VA)
NY
06/09/2003 - 02/27/2004
MORGAN STANLEY DW INC. (PURCHASE NY)
IA
Issued 11/28/2003
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/08/2003
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/03/2012
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 05/21/2012
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/15/2003
Series 31 - Futures Managed Funds Examination
BC
Issued 06/05/2003
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
Not sure Crystal Martin is the right advisor for you? Invested Better is here to help.
