Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Alexander? Claim Your ProfileAlexander Cross is a financial advisor who has been in the industry since 2004. Alexander is currently registered as an Investment Advisor Representative with Mutual Advisors, LLC. He also has experience with Mutual Securities, Inc., LaSalle St Securities, L.L.C., and Merrill Lynch, Pierce, Fenner & Smith Incorporated. He has experience in a variety of areas including financial planning, pension consulting, and portfolio management for individuals and businesses. Alexander is committed to providing his clients with personalized financial advice and guidance. He is also a member of the Financial Industry Regulatory Authority (FINRA).
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.
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.
Hourly consulting
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
FL
01/08/2018 - Present
Mutual Advisors, LLC (St. Petersburg FL)
FL
06/05/2013 - 12/31/2019
MUTUAL SECURITIES, INC. (ST. PETERSBURG FL)
FL
03/13/2012 - 05/15/2013
LASALLE ST SECURITIES, L.L.C. (ST. PETERSBURG FL)
FL
05/26/2005 - 02/24/2012
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (SAINT PETERSBURG FL)
GA
03/25/2004 - 04/26/2005
SUNTRUST SECURITIES, INC. (ATLANTA GA)
IA
Issued 08/05/2005
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/19/2004
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/07/2005
Series 7 - General Securities Representative Examination
BC
Issued 03/19/2004
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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