Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Frederick? Claim Your ProfileFrederick Henry Cross has been in the financial services industry since July 23, 2000. Frederick currently works with Osaic Wealth, Inc. and is registered with the state of Michigan as an Investment Advisor Representative. Prior to joining Osaic Wealth, Inc., Frederick worked with Securities America, Inc., Ameriprise Financial Services, Inc. and IDS Life Insurance Company. Frederick has a strong background in financial planning, pension consulting, and portfolio management. Frederick holds the Series 7, Series 63, and Series 66 securities licenses, as well as the SIE exam.
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.
A percentage of the total value of assets under management is charged.
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MI
06/14/2024 - Present
Osaic Wealth, Inc. (STERLING HEIGHTS MI)
MI
11/12/2018 - 06/14/2024
SECURITIES AMERICA, INC. (STERLING HEIGHTS MI)
MI
07/24/2000 - 11/14/2018
AMERIPRISE FINANCIAL SERVICES, INC. (STERLING HTS MI)
MN
07/24/2000 - 07/03/2006
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
BOTH
Issued 07/22/2010
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/15/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/21/2000
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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