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Michael J Crossey

W & S Brokerage Services, Inc.

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About Michael J Crossey

Michael Crossey is a financial professional with over 7 years of experience in the industry. Michael is currently registered with W&S Brokerage Services, Inc. Michael is a Series 6 and Series 63 licensed representative and holds the SIE designation. Michael has previously held positions with HORACE MANN INVESTORS, INC., PFS INVESTMENTS INC., LINCOLN INVESTMENT, and MUTUAL OF OMAHA INVESTOR SERVICES, INC. Michael specializes in financial planning and portfolio management.

Firm Information

Michael Crossey is currently registered with W & S Brokerage Services, Inc.. W&S Brokerage Services, Inc. is a corporation formed in 1974 and headquartered in Cincinnati, Ohio. The firm provides investment advisory services to individuals and is registered with the SEC and in 52 states. With over 85 registered representatives, W&S Brokerage Services, Inc. manages over $122 million in assets for its clients, offering portfolio management services and selection of other advisers.
W & S Brokerage Services, Inc.

400 BROADWAY

CINCINNATI, OH 45202

$122.86M

Assets Under Management

451

Total Clients

434

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.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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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percentage of assets

A percentage of the total value of assets under management is charged.

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Michael Crossey’s Registration & Firm History

PA

06/06/2022 - Present

W&S Brokerage Services, Inc. (PITTSBURGH PA)

PA

10/25/2021 - 03/23/2022

HORACE MANN INVESTORS, INC. (Pittsburgh PA)

PA

07/17/2020 - 10/05/2021

PFS INVESTMENTS INC. (PITTSBURGH PA)

PA

11/04/2019 - 06/11/2020

LINCOLN INVESTMENT (Sewickley PA)

PA

04/25/2016 - 11/05/2019

PFS INVESTMENTS INC. (PITTSBURGH PA)

PA

02/13/2006 - 06/29/2007

MUTUAL OF OMAHA INVESTOR SERVICES, INC. (SEVEN FIELDS, PA)

GA

08/12/2005 - 02/02/2006

PFS INVESTMENTS INC. (DULUTH GA)

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Licenses & Designations

BC

Issued 04/29/2016

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 04/25/2016

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Michael J Crossey.
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