Crystal
Merino
Pfs Investments Inc
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About this Advisor
Crystal Merino is a financial advisor based in Pasadena, California, working with Pfs Investments Inc. Crystal has previously held positions at Pfs Investments Inc, Primerica Financial Services, Olympic Staffing, Joico Internation, Tetra Tech Via Olympic Staffing, Accessori Usa Via Olympic Staffing, City Of Hope, Jacobs Engineering Via Olympic Staffing, Samuel & Son Inc, Dr. Marilyn Moore M.D, and Lake Ave Church. Crystal has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in California. Currently, Crystal is part of Pfs Investments Inc, which operates out of Pasadena, California. The firm has 1,704 offices and 3,590 employees. The firm manages assets totaling $8.5 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include portfolio management for individuals and small businesses. The fee structure at Pfs Investments Inc includes asset-based fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Pfs Investments Inc Brokerage Details
$8,461,983,895
3,590
59,808
$141,486
Investment Advisory Services
- Portfolio management for individuals and/or small businesses
Crystal Merino Work History
City Of Hope
Pfs Investments Inc
Primerica Financial Services
Dr. Marilyn Moore M.D
Lake Ave Church
Samuel & Son Inc
Accessori Usa Via Olympic Staffing
City Of Hope
Jacobs Engineering Via Olympic Staffing
Olympic Staffing
Joico Internation
Tetra Tech Via Olympic Staffing
Disclosures
Please visit the SEC profile of Crystal Merino to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
