Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Crystal? Claim Your ProfileCrystal Proctor is a registered representative with UBS Financial Services Inc. Crystal is licensed in multiple states across the US and has been active in the financial industry since 2023. Crystal is a Series 66 and Series 7TO license holder and has been a registered representative for UBS Financial Services Inc. since 2023. In addition to her current employment, Crystal has held positions at H&R Block Tax Services, SunTrust Bank, Habitat for Humanity, Clark Atlanta University, Miami Carol City Sr High: Law Magnet Program, Publix Supermarkets, Walmart Supercenter and Chick-Fil-A. Crystal offers a variety of advisory services to individuals, businesses and institutions.
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.
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.
See schedule d - miscellaneous
1
2
GA
10/05/2023 - Present
UBS Financial Services Inc. (ATLANTA GA)
BOTH
Issued 10/03/2023
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/23/2023
Series 7TO - General Securities Representative Examination
BC
Issued 05/26/2023
SIE - Securities Industry Essentials Examination
Active
Inactive
B
BOX Exchange LLC
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
Nasdaq ISE, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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