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 Self is a financial advisor with over 20 years of experience in the industry. She is currently registered with TIAA-CREF Individual & Institutional Services, LLC in Charlotte, NC. Crystal has held previous roles with firms like BANC of America Investment Services, Inc., Quick & Reilly, Inc., and Wachovia Securities, Inc. She is licensed in North Carolina and holds the Series 63, Series 7, and Series 24 licenses. Crystal specializes in providing financial planning, portfolio management for individuals and businesses, 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
NC
10/16/2007 - Present
Tiaa-Cref Individual & Institutional Services, LLC (CHARLOTTE NC)
NC
10/11/2004 - 09/24/2007
BANC OF AMERICA INVESTMENT SERVICES, INC. (CHARLOTTE NC)
NY
03/09/2004 - 09/24/2004
QUICK & REILLY, INC. (NEW YORK NY)
MO
06/15/2002 - 08/19/2002
WACHOVIA SECURITIES, INC. (ST. LOUIS MO)
NC
02/14/2000 - 06/15/2002
WACHOVIA SECURITIES, INC. (CHARLOTTE NC)
NC
12/04/1997 - 02/14/2000
WACHOVIA BROKERAGE SERVICE (WINSTON SALEM NC)
BC
Issued 10/16/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/21/2006
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/25/1997
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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