Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Crystal? Claim Your ProfileCrystal Merino is an investment advisor representative with PFS Investments Inc. Crystal has been in the industry since 2014. Crystal holds the Series 6, 63, and 65 licenses. Crystal also holds the Series 26 license. Crystal is registered in the state of California. Crystal is actively involved in the sale of investment-related products. Crystal may also receive compensation from companies affiliated with PFS Investments Inc., such as Primerica Mortgage, LLC and Primerica Client Services, Inc., for referrals.
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.
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.
A percentage of the total value of assets under management is charged.
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CA
12/11/2020 - Present
PFS Investments Inc. (PASADENA CA)
IA
Issued 11/22/2020
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/20/2014
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/02/2015
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/07/2014
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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