Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Crystal? Claim Your ProfileCrystal Lynn Bain is a registered representative and investment advisor representative with over 22 years of experience in the financial services industry. Crystal is currently registered with LPL Financial LLC. Previously, Crystal was registered with OSAIC INSTITUTIONS, INC., CITIZENS SECURITIES, INC., J.P. MORGAN SECURITIES LLC and CHASE INVESTMENT SERVICES CORP. Crystal holds Series 6, 7, 63, and 66 securities licenses, as well as the SIE exam. Crystal specializes in providing investment advice and financial planning to individuals, families, and businesses. Crystal is committed to providing her clients with personalized service and helping them achieve their financial 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.
Consulting and other non-discretionary advisory services
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.
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MI
02/01/2024 - Present
LPL Financial LLC (CANTON MI)
MI
09/14/2017 - 02/01/2024
OSAIC INSTITUTIONS, INC. (TAYLOR MI)
MI
11/21/2012 - 08/30/2017
CITIZENS SECURITIES, INC. (DEARBORN HEIGHTS MI)
MI
10/01/2012 - 11/20/2012
J.P. MORGAN SECURITIES LLC (DEARBORN HEIGHT MI)
MI
07/06/2005 - 10/01/2012
CHASE INVESTMENT SERVICES CORP. (DEARBORN HEIGHT MI)
IL
10/23/2001 - 07/06/2005
BANC ONE SECURITIES CORPORATION (CHICAGO IL)
BOTH
Issued 07/18/2011
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/23/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/13/2011
Series 7 - General Securities Representative Examination
BC
Issued 10/22/2001
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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