Unclaimed
David Cross is a financial advisor with The Huntington Investment Co., based in Willoughby, Ohio. David is registered to provide investment advice in the state of Ohio. David has been in the securities industry since 2009. He is a Series 6, 7 and 66 licensed professional. Prior to joining The Huntington Investment Co., David was affiliated with Merrill Lynch, Pierce, Fenner & Smith Incorporated.
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.
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.
1
2
OH
07/21/2021 - Present
THE Huntington Investment Co. (WILLOUGHBY OH)
OH
04/25/2012 - 12/24/2019
THE HUNTINGTON INVESTMENT COMPANY (MAYFIELD HEIGHTS OH)
OH
01/19/2011 - 04/03/2012
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (CLEVELAND OH)
OH
03/17/2010 - 01/10/2011
THE HUNTINGTON INVESTMENT COMPANY (MAYFIELD HEIGHTS OH)
OH
11/10/2009 - 03/15/2010
THE HUNTINGTON INVESTMENT COMPANY (MAYFIELD HTS. OH)
NY
10/12/1999 - 09/06/2001
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
BOTH
Issued 03/30/2011
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/11/2011
Series 7 - General Securities Representative Examination
BC
Issued 11/09/2009
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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