Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Denise? Claim Your ProfileDenise Cross is a financial advisor with Stifel, Nicolaus & Company, Inc. Denise has been working in the financial services industry for over 17 years. Denise holds Series 7, Series 50, Series 52TO, and SIE licenses and is registered in 37 states. Denise has experience working with a wide range of clients, including individuals, businesses, and institutions. Prior to joining Stifel, Nicolaus & Company, Inc., Denise worked at George K. Baum & Company and Banc of America Securities LLC.
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.
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
CO
09/27/2019 - Present
Stifel, Nicolaus & Company, Inc. (DENVER CO)
CO
02/22/2008 - 09/27/2019
GEORGE K. BAUM & COMPANY (DENVER CO)
FL
04/26/2006 - 02/25/2008
BANC OF AMERICA SECURITIES LLC (WINTER PARK FL)
MO
10/16/1998 - 02/12/1999
GEORGE K. BAUM & COMPANY (KANSAS CITY MO)
BC
Issued 05/09/2006
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 52TO - Municipal Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/12/2016
Series 50 - Municipal Advisor Representative Qualification Exam
BC
Issued 04/25/2006
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe BZX Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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