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Crystal J. Harris
Portfolio Manager / Financial Advisor
5800 Armada Drive
Suite 300
Carlsbad, CA 92008
Suite 300
Carlsbad, CA 92008
tel: 760-602-3533
toll free: 800-321-4781
fax: 760-438-0959
toll free: 800-321-4781
fax: 760-438-0959
Welcome
Associations
- Carlsbad Republican Women Federated
Carlsbad, CA - San Diego Republican Businesswomen
San Diego, CA - Autism Society of America
Member, San Diego Chaper
Business Experience
- 1994 - Present: Morgan Stanley Smith Barney*
Portfolio Manager / Financial Advisor
Carlsbad, CA
Education and Licensing
-
B.S. Finance, 1994
California State Polytechnical University
Pomona, CA - Series 7, 1994
NYSE/NASD General Securities - Series 63, 1995
Uniform State Exam - Series 65, 1997
Investment Advisor Exam - California State Insurance, 1995
- Nevada State Insurance, 1998
Bulletin Board
- You've worked hard to build your retirement assets. Isn't it time they were professionally managed? E-mail me for more information about our Portfolio Management Program.
- If you are in transition, changing jobs or careers, speak with us.
- See Special Reports for the October On the Markets featuring "A Virtuous Cycle”. A virtuous cycle has emerged, supplanting that vicious cycle of the past year, whereby financial conditions and economic activity have improved simultaneously to become mutually reinforcing influences. Chief Investment Officer Jeff Applegate, Chief Investment Strategist David M. Darst and Global Investment Strategist Charles Reinhard examine this important development. Also featured "Too Far Too Fast?” Emerging markets equities are up 60% so far this year and have doubled since their year-ago lows. Emerging Markets Strategist Barbara Reinhard weighs fundamental, valuation and investment sentiment to see if these markets have gone too far too fast.
Crystal J. Harris is licensed in the following state(s): AZ, CA, FL, HI, IL, LA, NJ, NV, OK, OR, WA, WY
This information, products and services described here are intended only for individuals residing in states where this Financial Advisor is properly registered as described in this site.
*Includes years at Smith Barney, affiliates and predecessor firms.
Morgan Stanley Smith Barney LLC and its affiliates do not provide tax or legal advice. To the extent that this material or any attachment concerns tax matters, it is not intended to be used and cannot be used by a taxpayer for the purpose of avoiding penalties that may be imposed by law. Any such taxpayer should seek advice based on the taxpayer's particular circumstances from an independent tax advisor.
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