Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Crystal? Claim Your ProfileCrystal Abbe is a financial advisor at Merrill Lynch, Pierce, Fenner & Smith Inc. Crystal has been in the industry since 2011. Crystal is registered with the state of California as a both a Broker-Dealer and an Investment Advisor. Crystal's previous firms include Citigroup Global Markets Inc., UnionBanc Investment Services, LLC, and Wells Fargo Advisors, LLC. Crystal has obtained the Series 7, Series 63, and Series 65 licenses. Crystal specializes in providing services for individuals, corporations, and other businesses, charitable organizations, insurance companies, and pension and profit-sharing plans. Crystal is also active in the community and is involved in several charitable organizations. Crystal offers a variety of financial services, including investment management, retirement planning, and estate planning. Crystal is committed to providing her clients with the highest level of service and expertise.
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.
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.
Performance measurement reports, allocation modeling, ips, research reports and services, see schedule d
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
NY
05/03/2019 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (NEW YORK NY)
CA
06/08/2017 - 08/01/2018
CITIGROUP GLOBAL MARKETS INC. (LOS ANGELES CA)
CA
09/14/2011 - 05/04/2017
UNIONBANC INVESTMENT SERVICES, LLC (PANORAMA CITY CA)
CA
02/04/2011 - 08/12/2011
WELLS FARGO ADVISORS, LLC (SANTA BARBARA CA)
CA
01/07/2010 - 06/02/2010
LPL FINANCIAL CORPORATION (ALHAMBRA CA)
IA
Issued 02/18/2012
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/16/2010
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/05/2010
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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