Unclaimed
Kreesha Nicole Cross is a registered investment advisor representative with PFS Investments Inc. Kreesha has been in the financial services industry since October 18, 2007, and is currently registered with the state of Florida. Kreesha holds the Series 6 and SIE securities licenses as well as the Series 65 investment advisor license. She is currently affiliated with PFS Investments Inc. in Margate, Florida. Kreesha has prior experience with PFS Investments Inc. and Primerica Financial Services. Kreesha provides investment advice to individuals and has been actively involved in the sale of investment-related products, including insurance, and other financial products and services.
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.
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.
A percentage of the total value of assets under management is charged.
1
2
FL
09/12/2023 - Present
PFS Investments Inc. (MARGATE FL)
FL
05/07/2007 - 12/31/2009
PFS INVESTMENTS INC. (MARGATE FL)
IA
Issued 08/30/2023
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/04/2007
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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