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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Crystal? Claim Your ProfileCrystal Johanna Norris is a financial advisor with Cetera Investment Advisers LLC. Crystal has been working in the financial services industry since January 1995. Crystal has a strong background in financial planning and portfolio management. Crystal specializes in providing financial advice to individuals, families, and businesses. Crystal has a deep understanding of the investment markets and can help you develop a personalized financial plan that meets your specific needs and goals.
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.
Seminars designed to boost your financial literacy and investment knowledge.
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.
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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CA
02/12/2025 - Present
Cetera Investment Advisers LLC (CONCORD CA)
CA
06/01/2009 - 10/05/2012
MORGAN STANLEY SMITH BARNEY (CARLSBAD CA)
CA
01/12/1995 - 06/01/2009
CITIGROUP GLOBAL MARKETS INC. (CARLSBAD CA)
IA
Issued 01/16/1997
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/06/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/27/1994
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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