Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Scott? Claim Your ProfileScott Allan Cross is a financial advisor with over 20 years of experience in the industry. He is currently registered with Hbks Wealth Advisors and has previously worked with other firms such as Purshe Kaplan Sterling Investments and Securities America, Inc. His expertise extends beyond financial planning to also include pension consulting and portfolio management for both businesses and individuals. Scott Allan Cross holds the Series 66, Series 24, Series 7TO, SIE, and Series 7 licenses and is a Chartered Financial Analyst. His current registrations are active in Pennsylvania and Nebraska.
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.
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.
1
2
PA
07/17/2006 - Present
Hbks Wealth Advisors (ERIE PA)
PA
01/02/2009 - 11/02/2020
PURSHE KAPLAN STERLING INVESTMENTS (ERIE PA)
PA
12/24/1998 - 01/06/2009
SECURITIES AMERICA, INC. (ERIE PA)
BOTH
Issued 02/24/1999
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/06/2022
Series 24 - General Securities Principal Examination
BC
Issued 12/06/2022
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/23/1998
Series 7 - General Securities Representative Examination
Active
Inactive
Not sure Scott Cross is the right advisor for you? Invested Better is here to help.
