Unclaimed
Jacquelyn Cross is a financial advisor registered with Cetera Advisor Networks LLC. Jacquelyn Cross has been in the industry since December 11, 1994. Cetera Advisor Networks LLC is an investment firm with offices in Walnut Creek, CA. Jacquelyn Cross is a registered representative of Cetera Advisor Networks LLC. Jacquelyn Cross has passed the Series 6, Series 63, and SIE exams. Jacquelyn Cross is also a registered representative of Cetera Advisor Networks LLC in the state of California.
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.
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.
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2
CA
01/08/2009 - Present
Cetera Advisor Networks LLC (WALNUT CREEK CA)
CA
01/30/2008 - 11/03/2008
GUARANTY BROKERAGE SERVICES, INC. (WALNUT CREEK CA)
CA
12/06/2005 - 11/30/2007
SCF SECURITIES, INC. (SAN DIEGO CA)
CO
10/21/2002 - 12/01/2005
GWFS EQUITIES, INC. (GREENWOOD VILLAGE CO)
CO
01/03/1997 - 10/21/2002
ONE ORCHARD EQUITIES, INC. (GREENWOOD VILLAGE CO)
CO
08/05/1994 - 01/03/1997
THE GREAT-WEST LIFE ASSURANCE COMPANY (ENGLEWOOD CO)
BC
Issued 08/06/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/29/1994
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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