Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Steven? Claim Your ProfileSteven Cross is a financial advisor with Fisher Investments. Steven has been in the financial services industry for 3 years. Steven is registered with the state of Florida and Texas. Steven has passed the Series 66, Series 7TO and SIE exams. Steven specializes in providing portfolio management services for individuals, businesses, investment companies, and pooled investment vehicles. Steven has previously worked at Equitable Advisors, 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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Strategic management for diversified investment portfolios.
Portfolio assessment
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.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
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TX
08/12/2024 - Present
Fisher Investments (PLANO TX)
FL
07/13/2021 - 05/09/2024
EQUITABLE ADVISORS, LLC (JACKSONVILLE FL)
BOTH
Issued 11/08/2023
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/13/2021
Series 7TO - General Securities Representative Examination
BC
Issued 06/12/2021
SIE - Securities Industry Essentials Examination
Active
Inactive
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