Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Anthony? Claim Your ProfileAnthony Cross is a financial advisor with over 20 years of experience in the financial services industry. Anthony is registered with MML Investors Services, LLC. Anthony holds Series 6, 7 and 63 licenses, as well as the SIE. He is a Chartered Financial Consultant (ChFC) and has worked with a variety of clients throughout his career. Anthony has served in previous roles with Vanderbilt Securities, LLC, The O.N. Equity Sales Company, and Walnut Street Securities, Inc. Anthony is committed to providing personalized financial advice and guidance to help his clients achieve their financial goals.
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.
Asset allocation programs
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.
Solicitors fees
1
2
OK
02/15/2022 - Present
MML Investors Services, LLC (Edmund OK)
OK
07/23/2020 - 10/05/2021
VANDERBILT SECURITIES, LLC (Edmond OK)
OK
09/12/2001 - 06/24/2020
THE O.N. EQUITY SALES COMPANY (EDMOND OK)
CA
12/18/1998 - 09/12/2001
WALNUT STREET SECURITIES, INC. (EL SEGUNDO CA)
BC
Issued 12/17/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/23/2009
Series 7 - General Securities Representative Examination
BC
Issued 12/17/1998
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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