Unclaimed
Crystal Gil is a financial advisor with Raymond James & Associates, Inc. Crystal has been in the financial industry since September 23, 2014. Crystal specializes in providing financial planning, portfolio management, and other advisory services to individuals, businesses, and institutions. Crystal is registered with FINRA and is licensed to provide investment advice in 53 states and the District of Columbia.
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.
Please see note in schedule d - miscellaneous
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.
1
2
FL
01/18/2022 - Present
Raymond James & Associates, Inc. (SARASOTA FL)
FL
07/10/2015 - 09/29/2021
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC (VENICE FL)
FL
06/12/2014 - 07/31/2015
MORGAN STANLEY (VENICE FL)
BOTH
Issued 08/19/2014
Series 66 - Uniform Combined State Law Examination
BC
Issued 06/09/2022
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 05/03/2022
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/12/2014
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
M
MEMX LLC
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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