Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Alvin? Claim Your ProfileAlvin Crosby is an investment advisor representative with Edelman Financial Engines in Troy, Michigan. Alvin has been in the financial services industry since 2008 and has experience with both retail and institutional clients. Alvin holds both Series 63 and Series 65 licenses, as well as the SIE and Series 7. Alvin has previously worked with EF Legacy Securities, LLC and Sanders Morris Harris LLC.
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.
Seminars designed to boost your financial literacy and investment knowledge.
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.
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.
Set-up fees & related svcs; reimbursements for printed materials
1
2
MI
10/28/2021 - Present
Edelman Financial Engines (TROY MI)
MI
04/22/2016 - 10/31/2018
EF LEGACY SECURITIES, LLC (TROY MI)
MI
01/30/2014 - 04/22/2016
SANDERS MORRIS HARRIS LLC (TROY MI)
NE
07/17/2008 - 01/27/2014
TD AMERITRADE, INC. (OMAHA NE)
IA
Issued 10/26/2021
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/25/2008
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/16/2008
Series 7 - General Securities Representative Examination
Active
Inactive
Not sure Alvin Crosby is the right advisor for you? Invested Better is here to help.
