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 Berentz is a registered investment advisor representative with Citigroup Global Markets Inc. Crystal has been in the financial services industry since February 1997. Before joining Citigroup, Crystal was with Citigroup Investment Services, Morgan Stanley DW Inc., Cal Fed Investments and Cruttenden Roth Incorporated. Crystal is registered with the Financial Industry Regulatory Authority (FINRA) as a general securities representative and has passed the SIE, Series 7 and Series 66 exams. Crystal is also registered as an investment advisor representative in several states, including California, Arizona, Colorado, District of Columbia, Florida, Hawaii, Illinois, Kansas, Maryland, Massachusetts, Michigan, Minnesota, Nevada, New York, North Carolina, Utah, and Washington.
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.
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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 8/18/2006
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/13/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/28/1996
Series 7 - General Securities Representative Examination
Active
Inactive
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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
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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
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New York Stock Exchange
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