linkedInfacebook
For AdvisorsLog InContact Us
Invested Better
Unclaimed

Unclaimed

Unclaimed

Kelly Kenneth Crosse

P.j. Robb Variable, LLC

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you Kelly? Claim Your Profile

About Kelly Kenneth Crosse

Kelly Crosse has been in the financial industry since December 2001. Kelly is currently registered with P.j. Robb Variable, LLC and holds the Series 6, 7, 26, and 63 securities licenses. Kelly is also registered in the following states: California, Florida, Illinois, Indiana, New York, and Ohio. Prior to joining P.j. Robb Variable, LLC, Kelly worked at ONEAMERICA SECURITIES, INC., PRUCO SECURITIES, LLC., HARTFORD EQUITY SALES COMPANY INC., MML INVESTORS SERVICES, LLC, NYLIFE SECURITIES INC., ING FINANCIAL ADVISERS, LLC, and INVEST FINANCIAL CORPORATION.

Firm Information

Kelly Crosse is currently registered with P.j. Robb Variable, LLC. P.j. Robb Variable, LLC is a Limited Liability Company formed in 1995. They are registered in all 50 states, the District of Columbia, Puerto Rico, and the Virgin Islands. They are also registered with the Securities and Exchange Commission.

Not reported

Assets Under Management

Not reported

Total Clients

105

Total Financial Advisors

Services Offered

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.

Fee Structure

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.

Find Your Ideal Financial Advisor

1

Finding a financial advisor doesn’t have to be complicated. InvestedBetter’s free tool connects you with advisors who serve your area and fit your financial needs in just 5 minutes.

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

Kelly Crosse’s Registration & Firm History

NC

04/28/2023 - Present

P.j. Robb Variable, LLC (Charlotte NC)

IN

02/12/2014 - 03/11/2022

ONEAMERICA SECURITIES, INC. (INDIANAPOLIS IN)

CT

01/03/2013 - 10/29/2013

PRUCO SECURITIES, LLC. (HARTFORD CT)

CT

06/23/2011 - 01/03/2013

HARTFORD EQUITY SALES COMPANY INC. (SIMSBURY CT)

MA

01/22/2009 - 04/05/2011

MML INVESTORS SERVICES, LLC (SPRINGFIELD MA)

MA

12/01/2006 - 05/16/2008

MML INVESTORS SERVICES, INC. (SPRINGFIELD MA)

CT

05/14/2003 - 11/01/2006

NYLIFE SECURITIES INC. (WINDSOR CT)

CT

05/19/2000 - 03/14/2003

ING FINANCIAL ADVISERS, LLC (WINDSOR CT)

WI

04/30/1999 - 05/02/2000

INVEST FINANCIAL CORPORATION (APPLETON WI)

Not sure if Kelly Kenneth Crosse is right for you?

Licenses & Designations

BC

Issued 09/02/1999

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 06/29/2006

Series 26 - Investment Company Products/Variable Contracts Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 12/17/2002

Series 7 - General Securities Representative Examination

BC

Issued 04/29/1999

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There is public disclosure for Kelly Kenneth Crosse. Review regulatory record here.
Not sure if Kelly Kenneth Crosse is right for you?