Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Majesty? Claim Your ProfileMajesty Cruz is a financial advisor registered with Osaic FS, Inc. and Osaic FA, Inc. Majesty has been in the financial services industry since 2015 and has a strong track record of success. Majesty specializes in providing financial advice to individuals, businesses, and retirement plans. Majesty is a licensed securities agent with a Series 7, Series 63, Series 4, and Series 24 license. Majesty is also a Registered Representative with the Financial Industry Regulatory Authority (FINRA).
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.
Retirement plan consulting services provided on limited basis.
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.
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2
PA
04/03/2024 - Present
Osaic FS, Inc. (RADNOR PA)
AZ
08/31/2022 - 02/23/2024
PARKLAND SECURITIES, LLC (Phoenix AZ)
AZ
08/31/2022 - 02/23/2024
SIGMA FINANCIAL CORPORATION (Phoenix AZ)
AZ
07/07/2015 - 09/01/2022
VANGUARD MARKETING CORPORATION (SCOTTSDALE AZ)
BC
Issued 07/16/2015
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/04/2020
Series 4 - Registered Options Principal Examination
BC
Issued 07/24/2017
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/07/2015
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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