Unclaimed
Stephen Cross is a financial advisor at Voya Financial Advisors, Inc. Stephen has been in the financial services industry since 1983. Stephen holds the Series 63, Series 65, Series 2, Series 7, and SIE licenses. Stephen also holds the Chartered Financial Consultant designation. Stephen is registered with the state of Kansas, Texas, and 27 other states. Stephen has worked at Voya Financial Advisors, Inc. since 2014. Stephen previously worked at ING Financial Advisors, LLC and Aetna Life Insurance and Annuity Company. Stephen provides financial planning services to individuals and businesses. Stephen is located at 124 S BALTIMORE AVE STE F in Derby, KS.
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.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
KS
04/29/2020 - Present
Voya Financial Advisors, Inc. (DERBY KS)
KS
10/15/1993 - 01/03/2011
ING FINANCIAL ADVISERS, LLC (DERBY KS)
CT
06/19/1983 - 10/15/1993
AETNA LIFE INSURANCE AND ANNUITY COMPANY (HARTFORD CT)
IA
Issued 05/07/2001
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/22/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/11/2001
Series 7 - General Securities Representative Examination
BC
Issued 10/16/1980
Series 2 - Non-Member General Securities Examination
Active
Inactive
F
FINRA
Not sure Stephen Cross is the right advisor for you? Invested Better is here to help.