Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you William? Claim Your ProfileWilliam Robert Crossan is an investment advisor representative associated with Park Avenue Securities LLC, a registered investment advisor and broker-dealer. William Robert Crossan has been in the securities industry since May 29, 2010, and holds licenses for both securities and investment advising. William Robert Crossan holds several licenses and certifications. William Robert Crossan offers services including financial planning, educational seminars, and portfolio management for both individuals and businesses. William Robert Crossan has specialized in working with clients with a particular focus on various types of clients, including individuals, high-net-worth individuals, pension plans, and charitable organizations. William Robert Crossan has also been involved in other business activities, including life coaching and financial consulting, in addition to his role with Park Avenue Securities 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.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
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.
1
2
MD
02/06/2023 - Present
Park Avenue Securities LLC (Hunt Valley MD)
IN
05/14/2021 - 09/02/2021
ONEAMERICA SECURITIES, INC. (INDIANAPOLIS IN)
TX
10/17/2012 - 11/23/2020
NYLIFE SECURITIES LLC (AUSTIN TX)
TX
03/22/2011 - 09/07/2012
METLIFE SECURITIES INC. (AUSTIN TX)
TX
11/07/2008 - 03/18/2011
NYLIFE SECURITIES LLC (AUSTIN TX)
IA
Issued 01/14/2011
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/13/2008
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/10/2014
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/02/2011
Series 7 - General Securities Representative Examination
BC
Issued 11/05/2008
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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