Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Melissa? Claim Your ProfileMelissa Cross is a registered investment advisor representative. Melissa has been in the securities industry since 2000. Melissa currently works for Allspring Funds Management, LLC in the Boston area. Previously, Melissa worked for NORTHERN LIGHTS DISTRIBUTORS, LLC and BABSON CAPITAL SECURITIES LLC. Melissa has passed several industry exams including the Uniform Securities Agent State Law Examination, the Uniform Investment Adviser Law Examination, the General Securities Principal Examination, the Investment Company Products/Variable Contracts Principal Examination, the Securities Industry Essentials Examination, the National Commodity Futures Examination, the General Securities Representative Examination, and the Investment Company Products/Variable Contracts Representative Examination. Melissa specializes in portfolio management for businesses, individuals, investment companies, 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.
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.
Strategic management for diversified investment portfolios.
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.
Fees calculated based on the performance of your investments relative to a benchmark.
1
2
MA
02/11/2019 - Present
Allspring Funds Management, LLC (Boston MA)
NE
01/05/2016 - 04/13/2018
NORTHERN LIGHTS DISTRIBUTORS, LLC (ELKHORN NE)
MA
03/08/2007 - 05/06/2015
BABSON CAPITAL SECURITIES LLC (SPRINGFIELD MA)
MA
09/13/2000 - 02/13/2007
MML INVESTORS SERVICES, INC. (SPRINGFIELD MA)
BC
Issued 06/19/2007
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 08/29/2003
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/27/2003
Series 24 - General Securities Principal Examination
BC
Issued 10/26/2000
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 04/13/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/14/2013
Series 3 - National Commodity Futures Examination
BC
Issued 12/27/2002
Series 7 - General Securities Representative Examination
BC
Issued 09/12/2000
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Melissa Cross is the right advisor for you? Invested Better is here to help.
