Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Sydney? Claim Your ProfileSydney Cross is a financial advisor at Choreo, LLC. Sydney is a registered investment advisor with the state of North Carolina. Sydney has been in the financial services industry since 2019 and has experience working with a variety of clients, including individuals, families, businesses, and retirement plans. Sydney's areas of expertise include financial planning, portfolio management, and retirement planning. Sydney has a Series 65 and Series 63 license, and is registered with FINRA as a Series 7TO and SIE holder. Sydney holds a degree from UNC Charlotte.
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.
Advisory services including investment review and reporting of non-managed assets and retirement plan services to plans
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.
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2
IL
04/26/2024 - Present
Choreo, LLC (ROCKFORD IL)
NC
11/30/2020 - 02/13/2024
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (CHARLOTTE NC)
NC
09/30/2019 - 11/02/2020
VANGUARD MARKETING CORPORATION (CHARLOTTE NC)
IA
Issued 04/26/2024
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/06/2019
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/30/2019
Series 7TO - General Securities Representative Examination
BC
Issued 07/29/2019
SIE - Securities Industry Essentials Examination
Active
Inactive
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