Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Krystal? Claim Your ProfileKrystal Nguyen is a financial advisor with Charles Schwab & CO., Inc., located in Dallas, TX. Krystal is a CERTIFIED FINANCIAL PLANNER™ professional. Krystal has been in the financial services industry since 2007. Krystal has experience with both WELLS FARGO CLEARING SERVICES, LLC, and BBVA COMPASS INVESTMENT SOLUTIONS, INC. Krystal is registered with FINRA and the state of Texas. Krystal specializes in providing financial planning and advisory services to individual clients and families. Krystal is committed to helping clients 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.
Comprehensive financial plans to help you achieve your personal and business goals.
Helps you choose top advisors aligned with your financial goals.
Wrap fee program sponsor and financial planning advisor referral program
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.
Asset based fees for wrap pgrms & subsc pricing for fin planning
1
2
TX
02/06/2022 - Present
Charles Schwab & CO., Inc. (Dallas TX)
TX
07/21/2011 - 01/25/2022
WELLS FARGO CLEARING SERVICES, LLC (BEDFORD TX)
TX
01/28/2011 - 03/09/2011
BBVA COMPASS INVESTMENT SOLUTIONS, INC (ARLINGTON TX)
TX
07/23/2010 - 12/06/2010
WELLS FARGO INVESTMENTS, LLC (GRAND PRAIRIE TX)
TX
10/03/2007 - 07/27/2010
WELLS FARGO ADVISORS, LLC (GRAND PRAIRIE TX)
BOTH
Issued 08/22/2012
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/04/2007
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/09/2012
Series 7 - General Securities Representative Examination
BC
Issued 10/01/2007
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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