Unclaimed
Todd David Cross is an investment advisor representative who is registered with Commonwealth Financial Network. Todd has been in the industry since 2020. Todd is located in Syracuse, New York and works in the firm's Syracuse branch office. Todd's main area of focus includes fixed insurance sales in addition to their role as an advisor representative.
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.
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2
NY
09/27/2024 - Present
Commonwealth Financial Network (SYRACUSE NY)
Active
Inactive
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