Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kristal? Claim Your ProfileKristal Mason is a financial professional with over 18 years of experience in the industry. Kristal has a strong track record of success in helping individuals and families achieve their financial goals. Kristal is currently registered with Fidelity Brokerage Services LLC and is licensed to conduct business in all 50 states and the District of Columbia. Kristal holds the Series 6, 7, 63, and SIE licenses. Prior to joining Fidelity, Kristal worked at TIAA-CREF Individual & Institutional Services, LLC for over 14 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.
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
NC
10/16/2020 - Present
Fidelity Brokerage Services LLC (DURHAM NC)
DC
07/15/2005 - 09/21/2020
TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC (WASHINGTON DC)
NY
07/26/2000 - 09/26/2000
TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, INC. (NEW YORK NY)
NY
09/03/1999 - 09/17/1999
TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, INC. (NEW YORK NY)
BC
Issued 07/29/2005
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/14/2005
Series 7 - General Securities Representative Examination
BC
Issued 08/11/1999
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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