Unclaimed
Benjamin Cross is a financial advisor with over one year of experience in the financial services industry. Benjamin Cross is currently registered with J.p. Morgan Securities LLC. Previously, Benjamin Cross was registered with Thrivent Investment Management Inc.. Benjamin Cross holds FINRA Series 63, 65 and SIE licenses. Benjamin Cross has also earned the Series 6TO license and specializes in providing financial services to high-net-worth individuals, insurance companies, charitable organizations, and pension and profit-sharing plans.
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.
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.
A percentage of the total value of assets under management is charged.
Fee computed based on cents-per-share-deposited-into-the-account
1
2
MI
03/15/2022 - Present
J.p. Morgan Securities LLC (CHESTERFIELD MI)
MI
08/17/2020 - 12/21/2021
THRIVENT INVESTMENT MANAGEMENT INC. (PLYMOUTH MI)
BC
Issued 10/02/2020
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 09/21/2020
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/17/2020
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 07/28/2020
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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