Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Crystal? Claim Your ProfileCrystal Marigliano is a financial advisor who has been in the industry since 2018. Crystal is currently registered with Fidelity Personal And Workplace Advisors and has been with the firm since April 2024. Previously, Crystal was registered with UBS Financial Services Inc. and TIAA-CREF Individual & Institutional Services, LLC. Crystal has her Series 7, 66, and SIE licenses and offers a range of financial services, including financial planning, portfolio management for individuals and businesses, and educational seminars. Crystal has experience working with a variety of clients, including high-net-worth individuals, corporations, and charitable organizations.
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.
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
PA
05/29/2024 - Present
Fidelity Personal AND Workplace Advisors (PHILADELPHIA PA)
FL
02/03/2021 - 10/16/2023
UBS FINANCIAL SERVICES INC. (TAMPA FL)
PA
12/19/2018 - 11/13/2020
TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC (PHILADELPHIA PA)
BOTH
Issued 02/22/2019
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/14/2018
Series 7TO - General Securities Representative Examination
BC
Issued 10/05/2018
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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