Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Craig? Claim Your ProfileCraig Cross is an investment professional with over 20 years of experience. He is a registered representative with MML Investors Services, LLC and holds licenses in 53 states and the District of Columbia. Craig has a diverse background in financial services, having worked with several prominent firms, including Citigroup Global Markets Inc., Frost Brokerage Services, Inc., and Investment Professionals, Inc. His areas of expertise include investment advising, financial planning, pension consulting, and portfolio management. Craig is committed to providing personalized financial guidance and investment strategies tailored to meet the unique needs of each client.
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
TX
03/25/2020 - Present
MML Investors Services, LLC (San Antonio TX)
TX
07/05/2018 - 03/26/2020
CITIGROUP GLOBAL MARKETS INC. (San Antonio TX)
TX
01/05/2016 - 06/25/2018
FROST BROKERAGE SERVICES, INC. (SAN ANTONIO TX)
TX
07/28/2014 - 12/21/2015
INVESTMENT PROFESSIONALS, INC. (SAN ANTONIO TX)
TX
10/26/2009 - 07/23/2014
NFP SECURITIES, INC. (AUSTIN TX)
TX
11/04/2008 - 10/27/2009
NEXT FINANCIAL GROUP, INC. (HOUSTON TX)
TX
02/02/2007 - 07/23/2008
J.P. MORGAN SECURITIES INC. (HOUSTON TX)
TX
06/01/2005 - 11/13/2006
VALIC FINANCIAL ADVISORS, INC. (HOUSTON TX)
AZ
08/21/2001 - 05/06/2004
AMERICAN GENERAL SECURITIES INCORPORATED (PHOENIX AZ)
NY
07/19/2000 - 01/26/2001
MONY SECURITIES CORPORATION (NEW YORK NY)
MA
10/12/2000 - 12/19/2000
MML INVESTORS SERVICES, INC. (SPRINGFIELD MA)
IA
Issued 11/15/2018
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/29/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/07/2017
Series 4 - Registered Options Principal Examination
BC
Issued 01/22/2013
Series 53 - Municipal Securities Principal Examination
BC
Issued 12/15/2008
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 52TO - Municipal Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/28/2007
Series 7 - General Securities Representative Examination
BC
Issued 07/18/2000
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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