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 The Ameriflex Group. Michelle has been in the financial services industry since 1998 and has experience in both the brokerage and investment advisory fields. Michelle holds the Series 6, 7, 63, and 65 licenses as well as the SIE. Michelle specializes in providing financial planning and investment management services for individuals, high-net-worth individuals, and businesses. Michelle has worked for several financial institutions over her career including Tower Square Securities, Inc., Aetna Investment Services, Inc., and CETERA ADVISOR NETWORKS LLC.
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.
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.
1
2
TX
09/11/2023 - Present
THE Ameriflex Group (Lubbock TX)
TX
09/03/2013 - 09/14/2023
CETERA ADVISOR NETWORKS LLC (LUBBOCK TX)
TX
07/30/2004 - 09/03/2013
TOWER SQUARE SECURITIES, INC. (FRISCO TX)
CA
03/22/2000 - 07/31/2003
TOWER SQUARE SECURITIES, INC. (EL SEGUNDO CA)
CT
03/19/1998 - 10/23/1998
AETNA INVESTMENT SERVICES, INC. (WINDSOR CT)
IA
Issued 08/13/2008
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/12/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/12/2000
Series 7 - General Securities Representative Examination
BC
Issued 03/17/1998
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Michelle Cross is the right advisor for you? Invested Better is here to help.
