Melissa Cross, financial advisor Chattanooga TN

Melissa Cross

CRD Number: 5044201
Current Firm: Ubs Financial Services Inc.

Melissa Cross (CRD# 5044201) is an Investment Advisor Representative working at Ubs Financial Services Inc. in Chattanooga, TN and has over 15 years of experience in the finance industry. Melissa Cross has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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Professional Designations
Company Name Location Dates Years
Ubs Financial Services Inc. Chattanooga, TN Apr 2009 - Current 12
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jan 2006
S66 NASAA Uniform Combined State Law Examination Dec 2007
Contact Info for Melissa J. Cross
Phone Number: 201-352-3000
Registered State(s):
  • TN
By the Numbers
  • Total Assets Under Management
    572,471
    MILLIONS
  • Total Number of Accounts
    1,003,533
    ACCOUNTS
  • Average Account Value
    $570,455
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Publication of periodicals or newsletters
  • Security ratings or pricing services
  • Educational seminars/workshops
Types of Clients
Registered States

AK, AL, AR, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY

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