Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Crystal? Claim Your ProfileCrystal Knowlton is a financial advisor with Morgan Stanley. Crystal has been in the financial services industry since 2014. Crystal holds Series 6, 7, 63 and 66 securities licenses. Crystal has experience in securities brokerage and investment advising. Crystal is registered with the state of Texas as an Investment Advisor Representative and is also registered with the state of Vermont as an Investment Advisor Representative and Broker/Dealer Representative. Crystal's professional experience includes positions with NYLIFE Securities LLC and Morgan Stanley Smith Barney LLC. Crystal is currently employed by Morgan Stanley in their Hyannis, Massachusetts office.
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.
Strategic management for diversified investment portfolios.
Asset allocation advice
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.
Fees calculated based on the performance of your investments relative to a benchmark.
See schedule d miscellaneous
1
2
MA
01/12/2023 - Present
Morgan Stanley (HYANNIS MA)
MA
02/12/2014 - 12/10/2014
NYLIFE SECURITIES LLC (HYANNIS MA)
BOTH
Issued 01/30/2015
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/10/2014
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/03/2014
Series 7 - General Securities Representative Examination
BC
Issued 02/12/2014
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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