Charles E. Crystal,  CFP<sup>&reg;</sup> - Financial Advisor

Charles E. Crystal, CFP®

Senior Vice President

UBS

One Jericho Plaza, Suite 205
Jericho, NY 11753

UBS

68 Davis Rd
Port Washington, NY 11050
(516) 745-8812
(516) 297-2945

General

Charles Crystal is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at UBS in Jericho, NY and the surrounding communities.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

7, 63

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)

Insurance Licenses

  • Life insurance: CT,FL,NY
  • Health/disability insurance
  • Fixed annuities: CT,FL,NY
  • Variable annuities

Broker-Dealer Affiliation

None/NA

Financial Advisor's Specialties

Comprehensive Financial Planning, Attending College, Investment Management, Estate Planning, Employee Benefits, Insurance, Life Planning, Retirement, Stocks & Bonds

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