Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Crystal? Claim Your ProfileCrystal Marie Collado is a financial advisor currently registered with Equitable Advisors, LLC. Crystal has been in the industry since 2021 and has passed the Series 63, Series 65, and Series 6TO exams, demonstrating her commitment to providing sound financial guidance. She is experienced in a wide range of financial services, including portfolio management for both individuals and businesses, financial planning, pension consulting, and selection of other advisors. Crystal has previously worked with Peak Brokerage Services, LLC, Liberty Partners Financial Services, LLC, and J. Davenport & Associates, Inc. and has a proven track record of success in the financial services industry. Crystal is a valuable asset to any individual or family seeking a reliable and trustworthy financial advisor.
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.
1
2
NY
11/21/2024 - Present
Equitable Advisors, LLC (NEW YORK NY)
CT
01/31/2023 - 04/28/2023
PEAK BROKERAGE SERVICES, LLC (Norwalk CT)
NC
09/29/2021 - 03/27/2023
LIBERTY PARTNERS FINANCIAL SERVICES, LLC (RALEIGH NC)
IA
Issued 04/01/2023
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/01/2021
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/29/2021
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 09/01/2021
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
Not sure Crystal Collado is the right advisor for you? Invested Better is here to help.
