Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Crystal? Claim Your ProfileCrystal Dubowski is a financial advisor with Janney Montgomery Scott LLC in Warwick, RI. Crystal has been in the financial industry since 2023, and has a Series 7TO, Series 63, and Series 66 license. Crystal has been registered as a Broker/Dealer and Investment Advisor Representative in 54 states. Crystal provides financial planning and portfolio management services to a variety of clients, including high-net-worth individuals, corporations, and pension plans.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Fee plus commission
1
2
RI
06/18/2024 - Present
Janney Montgomery Scott LLC (Warwick RI)
RI
01/22/2024 - 03/14/2024
CITIZENS SECURITIES, INC. (JOHNSTON RI)
RI
01/30/2023 - 09/18/2023
FIDELITY BROKERAGE SERVICES LLC (SMITHFIELD RI)
BOTH
Issued 06/13/2024
Series 66 - Uniform Combined State Law Examination
BC
Issued 02/10/2023
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/30/2023
Series 7TO - General Securities Representative Examination
BC
Issued 01/25/2023
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
N
New York Stock Exchange
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