Unclaimed
Crystal Giannoulis is a financial advisor who has been in the industry since 2011. Crystal is currently registered with Cetera Advisors LLC in Westborough, MA. Previously, Crystal was employed by Putnam Retail Management Limited Partnership in Andover, MA. Crystal holds the Series 7, Series 63, and SIE 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.
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.
1
2
MA
05/21/2013 - Present
Cetera Advisors LLC (WESTBOROUGH MA)
MA
07/06/2011 - 05/13/2013
PUTNAM RETAIL MANAGEMENT LIMITED PARTNERSHIP (ANDOVER MA)
BC
Issued 09/26/2011
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/05/2011
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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