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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Krystal? Claim Your ProfileKrystal Buckley is a financial advisor with Raymond James & Associates, Inc. in Providence, RI. Krystal has been in the industry since November 2012. Krystal is registered with the Securities and Exchange Commission (SEC) as an investment advisor representative and has been registered with the Financial Industry Regulatory Authority (FINRA) as a general securities representative. Krystal is also a registered investment advisor in Rhode Island and Texas. Krystal has held previous roles with Merrill Lynch, Pierce, Fenner & Smith Incorporated and Morgan Stanley.
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.
Please see note in schedule d - miscellaneous
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.
1
2
RI
09/12/2023 - Present
Raymond James & Associates, Inc. (Providence RI)
RI
05/20/2015 - 07/14/2023
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (PROVIDENCE RI)
RI
11/15/2012 - 05/19/2015
MORGAN STANLEY (PROVIDENCE RI)
BOTH
Issued 02/14/2013
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/14/2012
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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