Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kevin? Claim Your ProfileKevin Cross is a financial advisor with Executive Wealth Management, LLC. Kevin Cross is also a Certified Financial Planner. Kevin Cross has been in the industry since August 2001. Kevin Cross is licensed to provide advisory services in Alabama, Arizona, California, Colorado, Florida, Georgia, Illinois, Indiana, Michigan, Missouri, New York, North Carolina, Ohio, Pennsylvania, South Carolina, Texas, Washington, and Wisconsin.
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.
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.
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MI
01/20/2023 - Present
Executive Wealth Management, LLC (BRIGHTON MI)
MI
06/01/2017 - 12/12/2022
PRIVATE CLIENT SERVICES, LLC (Brighton MI)
MI
01/27/2017 - 06/05/2017
INVEST FINANCIAL CORPORATION (BRIGHTON MI)
MI
01/04/2016 - 11/21/2016
ROYAL ALLIANCE ASSOCIATES, INC. (NOVI MI)
MI
09/17/2012 - 11/13/2015
TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC (ANN ARBOR MI)
MI
09/08/2010 - 08/28/2012
TD AMERITRADE, INC. (BIRMINGHAM MI)
MI
11/13/2009 - 08/12/2010
PNC INVESTMENTS (ANN ARBOR MI)
MI
09/05/2008 - 11/13/2009
NATCITY INVESTMENTS, INC. (ANN ARBOR MI)
MI
08/20/2001 - 08/22/2008
HANTZ FINANCIAL SERVICES, INC. (SHELBY TOWNSHIP MI)
BOTH
Issued 09/13/2010
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/25/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/20/2004
Series 7 - General Securities Representative Examination
BC
Issued 08/17/2001
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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