Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael Crossley is a financial advisor with over 40 years of experience. Michael is currently registered with Northwestern Mutual Investment Services, LLC. Michael is a Registered Representative and Investment Advisor Representative. Prior to joining Northwestern Mutual Investment Services, LLC, Michael was with B. Riley Wealth Management. Before that, Michael was with Morgan Stanley and Citigroup Global Markets Inc. Michael has a wide range of experience in the financial services industry and is committed to providing his clients with the best possible service.
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.
Investment research; referrals to other advisers
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.
Referral fees
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2
TX
05/29/2024 - Present
Northwestern Mutual Investment Services, LLC (DALLAS TX)
TX
01/15/2015 - 05/06/2024
B. RILEY WEALTH MANAGEMENT (Dallas TX)
TX
06/01/2009 - 01/26/2015
MORGAN STANLEY (DALLAS TX)
TX
02/21/2006 - 06/01/2009
CITIGROUP GLOBAL MARKETS INC. (DALLAS TX)
TX
10/01/2002 - 02/21/2006
LEGG MASON WOOD WALKER, INCORPORATED (DALLAS TX)
NY
01/13/2001 - 10/16/2002
DEUTSCHE BANK SECURITIES INC. (NEW YORK NY)
MD
09/01/1997 - 01/13/2001
DB ALEX. BROWN LLC (BALTIMORE MD)
NA
09/01/1988 - 09/01/1997
ALEX. BROWN & SONS INCORPORATED
NA
09/26/1978 - 09/07/1988
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
NA
01/15/1975 - 09/26/1978
WHITE, WELD & CO. INCORPORATED
NA
03/19/1970 - 01/15/1975
WHITE, WELD & CO., INCORPORATED
IA
Issued 05/17/1994
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/30/1979
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 01/02/2023
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/30/1979
Series 4 - Registered Options Principal Examination
BC
Issued 04/21/1970
Series 40 - Registered Principal Examination
BC
Issued 01/02/2023
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/12/2004
Series 31 - Futures Managed Funds Examination
BC
Issued 05/24/1984
Series 15 - Foreign Currency Options Examination
BC
Issued 10/06/1981
Series 5 - Interest Rate Options Examination
BC
Issued 09/07/1977
PC - AMEX Put and Call Exam
BC
Issued 06/05/1959
Series 1 - Registered Representative Examination
Active
Inactive
F
FINRA
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