Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Crystal? Claim Your ProfileCrystal Larocca is a financial advisor with Edward Jones, a leading financial services firm. Crystal has been working in the financial industry for over 5 years and has a wide range of experience in helping individuals and families achieve their financial goals. Crystal is committed to providing personalized financial advice and working closely with clients to develop customized plans that meet their specific needs. Crystal has a strong understanding of the financial markets and a deep commitment to providing exceptional service to her clients. She is dedicated to helping her clients build a secure financial future and to achieve their financial aspirations.
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.
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.
See schedule d - miscellaneous
1
2
NV
11/27/2023 - Present
Edward Jones (LAS VEGAS NV)
NV
02/15/2018 - 11/07/2023
J.P. MORGAN SECURITIES LLC (LAS VEGAS NV)
BOTH
Issued 10/28/2021
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/02/2018
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/30/2021
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/15/2018
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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