Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michelle? Claim Your ProfileMichelle Cross is a financial advisor with Mariner Wealth Advisors. Michelle has been in the industry since 2012 and has experience working with a variety of clients, including individuals, families, businesses, and institutions. Michelle holds the Series 66, SIE, and Series 7 licenses. Michelle is also a Certified Financial Planner. Michelle is committed to providing her clients with personalized financial advice and guidance. Michelle has a background in family law, which gives her a unique perspective on financial planning for families. Michelle is also involved in several community organizations.
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.
Family office services
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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2
FL
08/05/2021 - Present
Mariner Wealth (Sarasota FL)
FL
04/22/2016 - 07/30/2019
H. BECK, INC. (Sarasota FL)
FL
10/03/2012 - 04/22/2016
AMERIPRISE FINANCIAL SERVICES, INC. (SARASOTA FL)
BOTH
Issued 10/08/2012
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/01/2012
Series 7 - General Securities Representative Examination
Active
Inactive
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