Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Crystal? Claim Your ProfileCrystal Betterman is a financial advisor with over 11 years of experience in the industry. Crystal is registered to offer investment advice in California and Colorado. Crystal is currently employed by LPL Financial LLC. Crystal has previously worked at BANCWEST INVESTMENT SERVICES, INC. and WELLS FARGO CLEARING SERVICES, LLC. Crystal has a Series 66, Series 7 and SIE licenses. Crystal's firm LPL Financial LLC is a large financial firm with over $50 billion in assets under management and over 1.6 million clients.
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.
1
2
CO
07/19/2023 - Present
LPL Financial LLC (AURORA CO)
CO
08/18/2017 - 07/19/2023
BANCWEST INVESTMENT SERVICES, INC. (CENTENNIAL CO)
FL
06/18/2012 - 07/24/2017
WELLS FARGO CLEARING SERVICES, LLC (WEST PALM BEACH FL)
BOTH
Issued 07/06/2012
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/15/2012
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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