Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you David? Claim Your ProfileDavid Curry Cross is a registered representative with Merrill Lynch, Pierce, Fenner & Smith Inc. in Winter Park, Florida. David has been in the securities industry since August 2000. David has passed the Series 66, Series 7, and SIE exams and is currently registered with the states of Florida and North Carolina. David has previously worked for BANC OF AMERICA INVESTMENT SERVICES, INC. and SUNTRUST SECURITIES, INC. David is also a Board Member for the Mead Botanical Gardens and the Treasurer for the Winter Park Health Foundation.
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.
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.
Performance measurement reports, allocation modeling, ips, research reports and services, see schedule d
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
FL
08/14/2024 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (WINTER PARK FL)
FL
12/08/2003 - 10/23/2009
BANC OF AMERICA INVESTMENT SERVICES, INC. (ORLANDO FL)
GA
08/03/2000 - 10/27/2003
SUNTRUST SECURITIES, INC. (ATLANTA GA)
BOTH
Issued 08/09/2000
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/02/2000
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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