Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Crystal? Claim Your ProfileCrystal Berentz is a registered representative with Citigroup Global Markets Inc. Crystal has been in the securities industry since February 1997. Crystal has worked at a number of firms in the industry, including Citigroup Global Markets Inc., CITICORP INVESTMENT SERVICES, MORGAN STANLEY DW INC., CAL FED INVESTMENTS, and CRUTTENDEN ROTH INCORPORATED. Crystal has a Series 66 and Series 63 license, and has been registered as a broker-dealer with the state of California since May 2007. Crystal has a variety of specializations, including providing asset allocation advice, financial planning, and pension consulting.
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.
Asset allocation advice
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.
1
2
CA
05/29/2007 - Present
Citigroup Global Markets Inc. (COSTA MESA CA)
CA
04/06/2005 - 05/29/2007
CITICORP INVESTMENT SERVICES (COSTA MESA CA)
NY
03/31/1999 - 02/11/2005
MORGAN STANLEY DW INC. (PURCHASE NY)
CA
08/04/1998 - 03/11/1999
CAL FED INVESTMENTS (SACRAMENTO CA)
CA
10/29/1996 - 06/25/1998
CRUTTENDEN ROTH INCORPORATED (NEWPORT BEACH CA)
BOTH
Issued 08/18/2006
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/13/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/28/1996
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe EDGA Exchange, Inc.
C
Cboe EDGX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
NYSE National, Inc.
N
Nasdaq BX, Inc.
N
Nasdaq ISE, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
Not sure Crystal Berentz is the right advisor for you? Invested Better is here to help.
