Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Crystel? Claim Your ProfileCrystel Leidy is a financial advisor with Key Investment Services LLC. Crystel has been in the industry for more than 10 years and is registered with FINRA and the state of Pennsylvania as a broker-dealer and an investment advisor. Crystel has a variety of experience in the financial services industry, including providing financial planning, portfolio management, and investment advice. Crystel is committed to providing clients with personalized financial advice and helping them achieve their financial goals.
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.
Helps you choose top advisors aligned with your 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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2
PA
10/30/2017 - Present
KEY Investment Services LLC (GREENSBURG PA)
PA
06/26/2013 - 09/21/2016
LPL FINANCIAL LLC (GREENSBURG PA)
IA
Issued 10/27/2017
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/25/2013
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/23/2017
Series 7 - General Securities Representative Examination
BC
Issued 06/26/2013
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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