Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Crystal? Claim Your ProfileCrystal Leanne Bell is a registered representative with TIAA-CREF Individual & Institutional Services, LLC and has been in the financial industry since 2008. Crystal is located in Frisco, TX and is registered to sell securities in Texas. Crystal has passed the Series 6, Series 63, and SIE exams. Crystal specializes in providing financial planning, portfolio management for individuals, and selection of other advisers.
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.
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.
A percentage of the total value of assets under management is charged.
Compensation from affiliates
1
2
TX
11/18/2009 - Present
Tiaa-Cref Individual & Institutional Services, LLC (Frisco TX)
MA
10/26/2000 - 01/23/2002
BANC OF AMERICA INVESTMENT SERVICES, INC. (BOSTON MA)
BC
Issued 09/03/2010
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/17/2009
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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