Unclaimed
Crystal Zarate Watson is a financial advisor with over three years of experience in the industry. Crystal is registered to provide securities and investment advisory services in 53 states and territories. Crystal's primary affiliation is with Fidelity Brokerage Services LLC, where Crystal is currently registered. Crystal previously worked at J.P. MORGAN SECURITIES LLC. Crystal holds the Series 63, Series 7TO, SIE, and Series 6TO licenses. Crystal's firm, Fidelity Brokerage Services LLC, is a brokerage firm with over 30,000 employees. Fidelity Brokerage Services LLC is a registered broker-dealer and investment advisor.
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.
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2
TX
09/29/2023 - Present
Fidelity Brokerage Services LLC (WESTLAKE TX)
IL
11/05/2019 - 03/16/2023
J.P. MORGAN SECURITIES LLC (Chicago IL)
BC
Issued 12/19/2019
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/13/2023
Series 7TO - General Securities Representative Examination
BC
Issued 11/05/2019
SIE - Securities Industry Essentials Examination
BC
Issued 10/17/2019
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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