Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Terry? Claim Your ProfileTerry Dean Cross is a financial advisor who has been in the industry since 1989. Terry has a broad range of experience, having worked with several firms, including Woodbury Financial Services, Inc., Questar Capital Corporation, USAllianz Securities, Inc., and NFP Securities, Inc. Currently, Terry is registered with Osaic Wealth, Inc. and is licensed in various states. Terry holds multiple industry certifications including Series 6, 22, 26, 63 and 65. Terry provides a wide range of financial services to individuals, businesses, pension and profit-sharing plans, and charitable organizations.
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.
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.
A percentage of the total value of assets under management is charged.
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2
IA
09/26/2024 - Present
Osaic Wealth, Inc. (AMES IA)
IA
03/01/2019 - 01/19/2024
WOODBURY FINANCIAL SERVICES, INC. (AMES IA)
IA
12/01/2006 - 03/01/2019
QUESTAR CAPITAL CORPORATION (AMES IA)
IA
05/12/2005 - 12/01/2006
USALLIANZ SECURITIES, INC. (AMES IA)
TX
04/02/2001 - 05/20/2005
NFP SECURITIES, INC. (AUSTIN TX)
KS
05/02/1994 - 04/02/2001
FBD INVESTMENT SERVICES, INC. (LEAWOOD KS)
FL
01/12/1994 - 03/04/1994
FIRST COLONIAL SECURITIES GROUP, INC. (BOCA RATON FL)
PA
02/05/1992 - 09/21/1992
PENN MUTUAL EQUITY SERVICES, INC. (HORSHAM PA)
NA
10/05/1988 - 01/31/1992
MONARCH SECURITIES, INC.
MA
12/08/1987 - 10/06/1988
JOHN HANCOCK DISTRIBUTORS, INC. (BOSTON MA)
IA
Issued 09/28/2015
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/24/1987
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/02/2005
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/28/2009
Series 22 - Direct Participation Programs Representative Examination
BC
Issued 12/07/1987
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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