Unclaimed
Thalia Crisp is a financial advisor with Orchard Securities, LLC. Thalia has been in the financial services industry since 2009 and has experience with J.P. Morgan Securities LLC, VOYA FINANCIAL PARTNERS, LLC, and GRIFFIN CAPITAL SECURITIES, LLC. Thalia is registered with the state of Utah, Arizona, Alabama, Georgia, Florida, North Carolina, South Carolina, Tennessee, Kentucky, and Missouri. Thalia holds Series 6, Series 7, Series 63, and Series 66 licenses.
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.
1
2
UT
07/28/2023 - Present
Orchard Securities, LLC (PLEASANT GROVE UT)
IA
04/06/2023 - 08/04/2023
ATHENE SECURITIES, LLC (WEST DES MOINES IA)
AZ
01/03/2022 - 08/02/2023
GRIFFIN CAPITAL SECURITIES, LLC (Phoenix AZ)
AZ
04/17/2020 - 01/05/2022
VOYA FINANCIAL PARTNERS, LLC (Chandler AZ)
AZ
08/15/2019 - 04/01/2020
J.P. MORGAN SECURITIES LLC (SCOTTSDALE AZ)
AZ
11/04/2013 - 05/31/2019
VOYA INVESTMENTS DISTRIBUTOR, LLC (SCOTTSDALE AZ)
CA
05/25/2010 - 09/11/2013
J.P. MORGAN SECURITIES LLC (LOS ANGELES CA)
IL
02/21/2001 - 10/11/2002
CHASE INVESTMENT SERVICES CORP. (CHICAGO IL)
BOTH
Issued 10/02/2017
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/12/2010
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/24/2010
Series 7 - General Securities Representative Examination
BC
Issued 02/20/2001
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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