Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Crystal? Claim Your ProfileCrystal Cox is a financial advisor with Wealthspire Advisors, licensed to provide investment advice in Wisconsin. Crystal has been working in the financial services industry for over a decade, and has been registered with the state of Wisconsin since January 4, 2021. Crystal holds the Series 66, SIE, and Series 7 licenses. Crystal's previous employers include Wealthspire Capital, LLC and Wells Fargo Clearing Services, LLC. Crystal is a Certified Financial Planner™ professional. Crystal specializes in providing financial planning, pension consulting, and selection of other advisors. Crystal's firm, Wealthspire Advisors, has offices in New York, NY and Madison, WI and manages over $21 billion in assets.
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.
Personalized portfolio management to meet individual financial objectives.
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.
A percentage of the total value of assets under management is charged.
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WI
01/04/2021 - Present
Wealthspire Advisors (Madison WI)
WI
04/10/2017 - 06/15/2020
WEALTHSPIRE CAPITAL, LLC (Madison WI)
WI
10/13/2014 - 04/05/2017
WELLS FARGO CLEARING SERVICES, LLC (MADISON WI)
MN
07/06/2012 - 10/13/2014
UBS FINANCIAL SERVICES INC. (WAYZATA MN)
BOTH
Issued 07/26/2012
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/23/2022
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/05/2012
Series 7 - General Securities Representative Examination
Active
Inactive
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