Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Krystall? Claim Your ProfileKrystall Lee King is a financial advisor with Ameriprise Financial Services, LLC. Krystall has been working in the financial services industry since 2008. Krystall has registrations with both FINRA and the SEC. Krystall holds several licenses, including Series 7, Series 24, Series 31 and Series 63. Krystall has worked with previous firms like UBS Financial Services Inc., Morgan Stanley Smith Barney, and Morgan Stanley & Co. Incorporated. Krystall provides financial planning, portfolio management, and pension consulting. Krystall also provides asset allocation services, educational seminars, and publishes periodicals.
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
GA
10/24/2022 - Present
Ameriprise Financial Services, LLC (ATLANTA GA)
GA
01/05/2011 - 09/14/2020
UBS FINANCIAL SERVICES INC. (ATLANTA GA)
GA
06/01/2009 - 01/04/2011
MORGAN STANLEY SMITH BARNEY (ATLANTA GA)
GA
08/07/2008 - 06/01/2009
MORGAN STANLEY & CO. INCORPORATED (ATLANTA GA)
IA
Issued 02/20/2009
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/03/2009
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/22/2023
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/16/2008
Series 31 - Futures Managed Funds Examination
BC
Issued 08/05/2008
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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