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 Smithers is a financial advisor with Level Four Advisory Services. Crystal has been in the financial services industry since 2012. Crystal is registered with the state of Oregon as both an investment advisor representative and a broker-dealer. Crystal has experience in providing financial planning, portfolio management, and pension consulting services. Crystal has a strong understanding of the financial markets and is committed to helping her clients 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.
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.
Solicitor fees - portion of assets managed by other advisors
1
2
OR
12/21/2021 - Present
Level Four Advisory Services (Lake Oswego OR)
OR
01/07/2015 - 11/18/2019
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (PORTLAND OR)
OR
07/18/2013 - 01/09/2015
WELLS FARGO ADVISORS, LLC (PORTLAND OR)
OR
01/30/2012 - 05/29/2013
KEY INVESTMENT SERVICES LLC (TIGARD OR)
BOTH
Issued 08/08/2013
Series 66 - Uniform Combined State Law Examination
BC
Issued 02/21/2012
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/18/2013
Series 7 - General Securities Representative Examination
BC
Issued 01/27/2012
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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