Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Crysten? Claim Your ProfileCrysten Sloan hot is a financial professional with over 25 years of experience in the financial services industry. Crysten is currently registered with Goldman Sachs & Co. LLC and previously held positions at Royal Alliance Associates, Inc., Walnut Street Securities, Inc., Nathan & Lewis Securities, Inc., National Planning Corporation, BA Investment Services, Inc., and Great Western Financial Securities Corporation. Crysten holds several licenses including Series 6, 7, 10, 24, 52TO, 53, and 63, as well as the SIE exam. Crysten specializes in providing financial planning, portfolio management for individuals and businesses, and educational seminars.
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.
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.
Fees calculated based on the performance of your investments relative to a benchmark.
Execution charges, custody, management fee
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2
CA
05/25/2007 - Present
Goldman Sachs & Co. LLC (LOS ANGELES CA)
AZ
04/08/2004 - 05/21/2007
ROYAL ALLIANCE ASSOCIATES, INC. (SCOTTSDALE AZ)
CA
09/09/2003 - 02/12/2004
WALNUT STREET SECURITIES, INC. (EL SEGUNDO CA)
AZ
01/07/2002 - 09/08/2003
ROYAL ALLIANCE ASSOCIATES, INC. (SCOTTSDALE AZ)
NY
09/01/2000 - 09/28/2001
NATHAN & LEWIS SECURITIES, INC. (NEW YORK NY)
CA
07/01/1998 - 09/01/2000
NATIONAL PLANNING CORPORATION (LOS ANGELES CA)
CA
05/20/1997 - 05/18/1998
BA INVESTMENT SERVICES, INC. (OAKLAND CA)
CA
06/20/1995 - 05/22/1997
GREAT WESTERN FINANCIAL SECURITIES CORPORATION (NORTHRIDGE CA)
BC
Issued 05/10/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 08/29/2001
Series 53 - Municipal Securities Principal Examination
BC
Issued 10/06/1998
Series 4 - Registered Options Principal Examination
BC
Issued 09/18/1997
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 52TO - Municipal Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/15/1996
Series 7 - General Securities Representative Examination
BC
Issued 06/19/1995
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
B
BOX Exchange LLC
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe C2 Exchange, Inc.
C
Cboe EDGA Exchange, Inc.
C
Cboe EDGX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
L
Long-Term Stock Exchange, Inc.
M
MEMX LLC
M
MIAX Emerald, LLC
M
MIAX PEARL, LLC
M
Miami International Securities Exchange, LLC
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
NYSE National, Inc.
N
Nasdaq BX, Inc.
N
Nasdaq GEMX, LLC
N
Nasdaq ISE, LLC
N
Nasdaq MRX, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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