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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Stephen? Claim Your ProfileStephen Alden Cross Jr. is a financial advisor with over 16 years of experience in the industry. Stephen Alden Cross Jr. is registered with Voya Financial Advisors, Inc. and has offices in Leawood, KS and Derby, KS. Stephen Alden Cross Jr. has been registered with Voya Financial Advisors, Inc. since January 2022. Stephen Alden Cross Jr. also has previous registrations with GWFS EQUITIES, INC. and ING FINANCIAL ADVISERS, LLC. Stephen Alden Cross Jr. has passed the Series 66, Series 6TO, SIE, and Series 7 exams. Stephen Alden Cross Jr. specializes in providing financial advice to individuals and businesses. Stephen Alden Cross Jr. is also a licensed insurance agent and offers fixed insurance products.
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
03/04/2024 - Present
Voya Financial Advisors, Inc. (LEAWOOD KS)
CO
02/06/2015 - 01/25/2022
GWFS EQUITIES, INC. (GREENWOOD VILLAGE CO)
KS
01/03/2011 - 01/12/2015
VOYA FINANCIAL ADVISORS, INC. (DERBY KS)
KS
02/21/2007 - 01/03/2011
ING FINANCIAL ADVISERS, LLC (DERBY KS)
BOTH
Issued 03/21/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/02/2023
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/20/2007
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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