Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Thomas? Claim Your ProfileThomas Glenn Cross is a financial advisor based in Lancaster, Pennsylvania, and is affiliated with Commonwealth Financial Network. Thomas Cross is licensed in Pennsylvania. Prior to joining Commonwealth Financial Network, Thomas Cross was employed at GWFS EQUITIES, INC., LINCOLN FINANCIAL DISTRIBUTORS, INC., MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED, and LINCOLN FINANCIAL DISTRIBUTORS, INC.. Thomas Cross has been in the financial industry since 2005. The experience spans multiple firms with varied areas of expertise. Thomas Cross has a demonstrated history of success in the financial services industry.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
PA
01/15/2014 - Present
Commonwealth Financial Network (Lancaster PA)
PA
05/13/2009 - 08/14/2013
GWFS EQUITIES, INC. (EXTON PA)
PA
10/23/2006 - 03/17/2008
LINCOLN FINANCIAL DISTRIBUTORS, INC. (PHILADELPHIA PA)
NY
04/25/2005 - 12/13/2005
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
PA
08/31/2001 - 03/15/2004
LINCOLN FINANCIAL DISTRIBUTORS, INC. (RADNOR PA)
BOTH
Issued 10/26/2005
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/27/2002
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/22/2005
Series 7 - General Securities Representative Examination
BC
Issued 08/27/2001
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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