Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Crystal? Claim Your ProfileCrystal Whitacre is a financial advisor who is currently registered with AEL Financial Services, LLC. Crystal has been in the industry since June 2, 2022. Crystal holds the Series 63, SIE, and Series 6TO licenses and is registered in Iowa. Crystal has previous experience with Principal Securities, Inc. and MetLife Investors Distribution Company.
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.
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.
1
2
IA
12/12/2023 - Present
AEL Financial Services, LLC (WEST DES MOINES IA)
IA
11/11/2020 - 02/24/2022
PRINCIPAL SECURITIES, INC. (DES MOINES IA)
IA
02/25/2019 - 05/21/2019
METLIFE INVESTORS DISTRIBUTION COMPANY (WEST DES MOINES IA)
BC
Issued 12/20/2023
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/25/2019
SIE - Securities Industry Essentials Examination
BC
Issued 02/09/2019
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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