Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Crystal? Claim Your ProfileCrystal Jean Harris is a financial advisor who has been in the industry since July 2005. Crystal is currently registered with Wells Fargo Clearing Services, LLC in Frontenac, MO, where she works. Crystal previously worked for Morgan Stanley Smith Barney, Morgan Stanley & Co. Incorporated, and Morgan Stanley DW Inc. She is also registered as an investment advisor in Missouri and Texas. Crystal's specializations include investment management, financial planning, retirement planning, estate planning, and insurance. She holds the Series 7, Series 31, and Series 66 licenses.
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
MO
11/15/2011 - Present
Wells Fargo Clearing Services, LLC (FRONTENAC MO)
MO
06/01/2009 - 11/22/2011
MORGAN STANLEY SMITH BARNEY (ST. LOUIS MO)
MO
04/02/2007 - 06/01/2009
MORGAN STANLEY & CO. INCORPORATED (ST. LOUIS MO)
MO
07/29/2005 - 04/02/2007
MORGAN STANLEY DW INC. (ST. LOUIS MO)
BOTH
Issued 08/12/2005
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/19/2005
Series 31 - Futures Managed Funds Examination
BC
Issued 07/28/2005
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
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