Unclaimed
Suzzanne Marie Cross is a registered investment advisor representative with Fifth Third Securities, Inc. Suzzanne Cross has been in the industry since May 2002 and has passed the Series 6, Series 7, Series 63, and Series 66 exams. Suzzanne Cross specializes in financial planning, portfolio management for individuals and businesses, and selection of other advisors. Suzzanne Cross is currently registered in 21 states, including Arizona, California, Colorado, Florida, Georgia, Illinois, Maryland, Michigan, Minnesota, Nevada, New Jersey, New York, North Carolina, Ohio, Pennsylvania, South Carolina, Tennessee, Texas, Virginia, Washington, and Wyoming. Suzzanne Cross is also registered as an Investment Advisor Representative in Michigan.
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.
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.
Sponsor wrap fee program
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.
1
2
MI
02/08/2010 - Present
Fifth Third Securities, Inc. (OWOSSO MI)
BOTH
Issued 05/12/2009
Series 66 - Uniform Combined State Law Examination
BC
Issued 06/27/2002
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/27/2005
Series 7 - General Securities Representative Examination
BC
Issued 05/29/2002
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Suzzanne Cross is the right advisor for you? Invested Better is here to help.