Unclaimed
Ian Cross is a financial professional who has been in the industry since February 2021. Ian is a registered representative with Northwestern Mutual Investment Services, LLC in the Asheville, NC area. He is also registered in 10 states across the country. Ian offers a variety of services to clients, including investment research and referrals to other advisors.
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.
Investment research; referrals to other advisers
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.
Referral fees
1
2
NC
02/22/2021 - Present
Northwestern Mutual Investment Services, LLC (ASHEVILLE NC)
BC
Issued 04/14/2021
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/22/2021
Series 7TO - General Securities Representative Examination
BC
Issued 11/11/2020
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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