Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you James? Claim Your ProfileJames Herrmann Cross is a financial advisor with over 30 years of experience in the industry. James is a CERTIFIED FINANCIAL PLANNER™ professional and currently registered with First Heartland Consultants, Inc. as a Registered Investment Advisor. James is also registered as a Registered Representative with FINRA, and has experience in portfolio management for individuals and businesses. James is licensed in several states. James also has a strong background in insurance products and financial planning.
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.
1
2
IA
04/21/2020 - Present
First Heartland Consultants, Inc. (CLIVE IA)
IA
07/24/1992 - 05/07/2007
THRIVENT INVESTMENT MANAGEMENT INC. (CLIVE IA)
BOTH
Issued 08/01/2003
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/31/1992
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/17/2003
Series 7 - General Securities Representative Examination
BC
Issued 07/22/1992
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure James Cross is the right advisor for you? Invested Better is here to help.
