Unclaimed
Deann Nichole Cross is a registered investment advisor representative with Integrity Financial Corp. Deann is licensed in California, Washington, and Wyoming. Deann has been with Integrity Financial Corp. since July 2007 and is based in Bellevue, Washington. Deann specializes in providing financial planning, pension consulting, educational seminars, portfolio management for businesses, portfolio management for individuals, and portfolio management for pooled investment vehicles. Deann holds a Series 65 license, and has been in the industry since August 2001.
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.
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.
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WA
11/13/2023 - Present
Integrity Financial Corp. (BELLEVUE WA)
IA
Issued 08/07/2001
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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