Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you William? Claim Your ProfileWilliam Cody Crossman is a financial advisor with Edward Jones, a firm with over 824 billion dollars in assets under management. William specializes in providing financial planning services to individuals, families, and businesses. William has a strong track record of success in helping clients achieve their financial goals. William is committed to providing personalized service and building long-term relationships with clients. William holds the Series 7, Series 63, and Series 99TO licenses. William joined Edward Jones after working for Wells Fargo Clearing Services, LLC.
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.
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.
See schedule d - miscellaneous
1
2
MO
06/02/2022 - Present
Edward Jones (ST. LOUIS MO)
MO
05/12/2020 - 09/29/2021
WELLS FARGO CLEARING SERVICES, LLC (ST. LOUIS MO)
BC
Issued 05/26/2020
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 05/12/2020
Series 7TO - General Securities Representative Examination
BC
Issued 02/21/2020
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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