Unclaimed
Galin Crist is a financial advisor registered with Ameriprise Financial Services, LLC in Daytona Beach, FL. Galin has been in the industry since 1991. Galin holds Series 63, Series 65, Series 7 and SIE licenses. Galin also holds the Certified Financial Planner designation. Galin specializes in providing financial planning, asset allocation services, portfolio management, and educational seminars for individuals and businesses. Galin has previously worked with RAYMOND JAMES FINANCIAL SERVICES, INC., PRUDENTIAL SECURITIES INCORPORATED and DEAN WITTER REYNOLDS INC. Galin is registered in 29 states and has been active in the industry for over 30 years.
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.
Asset allocation services
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.
A percentage of the total value of assets under management is charged.
1
2
FL
09/22/2017 - Present
Ameriprise Financial Services, LLC (Daytona Beach FL)
FL
01/01/2002 - 09/26/2017
RAYMOND JAMES FINANCIAL SERVICES, INC. (ORMOND BEACH FL)
NY
03/07/1996 - 05/04/2000
PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)
NY
01/23/1990 - 03/11/1996
DEAN WITTER REYNOLDS INC. (PURCHASE NY)
IA
Issued 02/28/1996
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/28/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/20/1990
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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