Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kevin? Claim Your ProfileKevin William Crosser is a financial advisor with Oppenheimer & Co. Inc. Kevin has been in the industry since 1979 and has experience with a variety of financial products and services. Kevin has passed the Series 7, Series 9, Series 10, Series 15, Series 63, Series 65, Series 99TO, and SIE exams. Kevin has held previous positions with McDonald Investments Inc. and First of Michigan Corporation. Kevin specializes in providing financial advice to individuals, businesses, retirement plans, and pooled investment vehicles.
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.
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.
Fees calculated based on the performance of your investments relative to a benchmark.
1
2
MI
12/14/2015 - Present
Oppenheimer & Co. Inc. (EAST LANSING MI)
OH
11/22/1996 - 05/07/2003
MCDONALD INVESTMENTS INC. (CLEVELAND OH)
MI
07/27/1979 - 11/25/1996
FIRST OF MICHIGAN CORPORATION (DETROIT MI)
IA
Issued 02/14/2008
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/29/1992
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 01/02/2023
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 05/27/1986
Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/19/1984
Series 15 - Foreign Currency Options Examination
BC
Issued 07/21/1979
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
Nasdaq ISE, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
Not sure Kevin Crosser is the right advisor for you? Invested Better is here to help.
