Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael Cross is a financial advisor with over 24 years of experience in the industry. Michael is currently registered with Osaic Wealth, Inc. in Arizona and Texas. Michael previously worked at Woodbury Financial Services, Inc. and Independent Financial Group, LLC, both in Arizona. Michael specializes in providing financial planning, portfolio management, and pension consulting services to individuals, businesses, and retirement plans. Michael holds the Series 6, 7, 63, and 65 licenses, as well as the SIE designation. Michael is also a Certified Financial Planner.
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.
Guidance on pension options to ensure a secure financial future.
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.
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.
A percentage of the total value of assets under management is charged.
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AZ
09/30/2024 - Present
Osaic Wealth, Inc. (PHOENIX AZ)
AZ
12/09/2015 - 01/19/2024
WOODBURY FINANCIAL SERVICES, INC. (PHOENIX AZ)
AZ
11/04/2014 - 12/09/2015
INDEPENDENT FINANCIAL GROUP, LLC (Phoenix AZ)
AZ
10/05/2005 - 11/04/2014
WOODBURY FINANCIAL SERVICES, INC. (PHOENIX AZ)
MA
11/25/1998 - 08/10/2005
SIGNATOR INVESTORS, INC. (BOSTON MA)
IA
Issued 08/08/2006
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/23/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/09/2001
Series 7 - General Securities Representative Examination
BC
Issued 11/18/1998
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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