Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Trevor? Claim Your ProfileTrevor Cross is a registered investment advisor with Frost Investment Services in San Antonio, TX. Trevor has been in the industry since 2007 and has a diverse background in the financial services sector. Trevor's current registrations include Series 54, 53, 52, 50, 7, 66, and SIE licenses. He is also registered as an investment advisor representative in Texas. Prior to joining Frost Investment Services, Trevor worked at Advisors Asset Management, Inc. and Waddell & Reed, Inc.
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.
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.
A percentage of the total value of assets under management is charged.
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2
TX
05/24/2022 - Present
Frost Investment Services (SAN ANTONIO TX)
TX
03/23/2009 - 12/19/2017
ADVISORS ASSET MANAGEMENT, INC. (BOERNE TX)
TX
11/19/2007 - 02/03/2009
WADDELL & REED, INC. (CORPUS CHRISTI TX)
BOTH
Issued 12/13/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/07/2022
Series 54 - Municipal Advisor Principal Qualification Examination
BC
Issued 10/02/2019
Series 53 - Municipal Securities Principal Examination
BC
Issued 01/24/2017
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 52TO - Municipal Securities Representative Examination
BC
Issued 12/13/2019
Series 50 - Municipal Advisor Representative Qualification Exam
BC
Issued 12/19/2017
SIE - Securities Industry Essentials Examination
BC
Issued 11/15/2007
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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