Unclaimed
Jacob Cross is an investment advisor representative currently associated with Hightower Advisors, LLC. Jacob is a Series 7TO, Series 66 and SIE licensed advisor with experience in the financial services industry since 2020. Jacob has worked for several other companies in the past, including MML Investors Services, LLC, Waddell and Reed and Triad Advisors LLC. Jacob is registered to offer investment advice in Kansas.
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.
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.
Treasury management for corporate clients
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.
Retainer or service fees or some combination of 1, 2, 4, 5 & 7
1
2
KS
09/11/2021 - Present
Hightower Advisors, LLC (Mission Woods KS)
KS
08/19/2020 - 08/12/2021
MML INVESTORS SERVICES, LLC (Overland Park KS)
BOTH
Issued 09/29/2020
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/19/2020
Series 7TO - General Securities Representative Examination
BC
Issued 07/23/2019
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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