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Matthew Cross

THE Leaders Group, Inc.

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About Matthew Cross

Matthew Cross is a financial advisor currently registered with The Leaders Group, Inc. in Littleton, CO. Matthew has been in the financial services industry since 2012 and is currently registered with the Financial Industry Regulatory Authority (FINRA) and the state of Iowa. Matthew has passed the Series 63, Series 7, and Series 24 exams. He is also registered as an Investment Advisor Representative in the state of Maine. Prior to joining The Leaders Group, Inc., Matthew worked at Corebridge Capital Services, Inc. in Jersey City, NJ, Global Atlantic Distributors, LLC in Hartford, CT, Jackson National Life Distributors LLC in Denver, CO and Wells Fargo Advisors, LLC in Southport, CT.

Firm Information

Matthew Cross is currently registered with THE Leaders Group, Inc.. THE Leaders Group, Inc. is a Corporation registered in 52 states and the District of Columbia, with an approved SEC registration. Formed on July 14, 1994, the firm has a history of providing financial services.

Not reported

Assets Under Management

Not reported

Total Clients

854

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.

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Matthew Cross’s Registration & Firm History

CO

03/26/2024 - Present

THE Leaders Group, Inc. (LITTLETON CO)

NJ

09/26/2022 - 03/08/2024

COREBRIDGE CAPITAL SERVICES, INC. (JERSEY CITY NJ)

CT

12/10/2014 - 02/08/2021

GLOBAL ATLANTIC DISTRIBUTORS, LLC (HARTFORD CT)

CO

08/10/2010 - 12/05/2014

JACKSON NATIONAL LIFE DISTRIBUTORS LLC (DENVER CO)

CT

07/19/2010 - 08/06/2010

WELLS FARGO ADVISORS, LLC (SOUTHPORT CT)

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Licenses & Designations

BC

Issued 09/03/2010

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 11/09/2012

Series 24 - General Securities Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 07/15/2010

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Matthew Cross.
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