Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you William? Claim Your ProfileWilliam Dustin Cross is a financial advisor with Osaic Wealth, Inc., a firm based in Scottsdale, Arizona. William has been in the financial services industry since 2000 and is registered in multiple states. William has a Series 7 and Series 63 license, along with the SIE. William has a background in both brokerage and insurance and is a Certified Financial Planner. William is passionate about providing comprehensive financial planning and portfolio management services to individuals, families, and businesses.
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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LA
11/03/2023 - Present
Osaic Wealth, Inc. (NATCHITOCHES LA)
LA
11/01/2010 - 11/03/2023
FSC SECURITIES CORPORATION (NATCHITOCHES LA)
LA
01/01/2008 - 11/01/2010
WELLS FARGO ADVISORS, LLC (NATCHITOCHES LA)
LA
08/19/2002 - 01/03/2008
A. G. EDWARDS & SONS, INC. (NATCHITOCHES LA)
RI
07/24/2000 - 08/22/2002
FIDELITY BROKERAGE SERVICES LLC (SMITHFIELD RI)
BC
Issued 08/04/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/28/2011
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/21/2000
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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