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Investments

Investing isn't a sprint - your final stretch could last decades, and so should your investment strategy.

 

"The customers I work with truly appreciate the benefits of having a full service brokerage account that adds the value of an online discount broker. My proudest moments come when customers see real progress with their investments and feel confident and on track to reach their long-term goals."

Dan Novotny
Senior VP - Investments
Branch Manager, Orlando
19 years industry experience

Free Portfolio Analysis

Getting There, Starts Here

We know that every client’s situation is different. While each journey will be unique, how the journey begins remains the same. At StockCross, we respect your goals and priorities, and are dedicated to working with you to help achieve them. A StockCross Investment Specialist will review your current portfolio and discuss your long-term goals. We will answer your questions and provide recommendations without any fees or obligation.

StockCross Investment Specialists and Customer Service Representatives are available to meet with you in person (in select markets), by phone, or online by e-mail or live chat. We utilize the most effective tools and resources available to discover, implement and fully manage solutions for all of your investment needs.

Our Three Step Analysis

  1. Call Us: We will match you with a StockCross Investment Specialist.
  2. Submit: Send us your current investment statements via our secure e-mail address and/or private fax lines.
  3. Analyze: We will review your current holdings and provide your FREE portfolio analysis. All of your information will be held in the strictest confidence, in accordance to our commitment to your privacy and security.

Contact us today to receive your FREE portfolio analysis.

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StockCross Trading Group | StockCross Corporate Services

Brokerage Products and Services offered by StockCross Financial Services, Inc. - Member FINRA and SIPC.

†Investors should consider the investment objectives, risks, charges and expenses carefully before investing. The prospectus and, if available, the summary prospectus contain this and other information about the investment company.  To obtain a prospectus contact StockCross at 800.225.6196. Read the prospectus carefully before investing.

Options involve risk and are not suitable for all investors. Detailed information on our policies and the risks associated with options can be found in the StockCross Options Application and Agreement, Customer Agreement, and by downloading the Characteristics and Risks of Standardized Options, and 2012 Supplements from The Options Clearing Corporation, or by requesting a copy from StockCross free of charge. 

Margin trading involves interest charges and risks, including the potential to lose more than deposited or the need to deposit additional collateral in a falling market. The Margin Disclosure Statement and Agreement (PDF) is available for download, or by requesting a copy from StockCross free of charge. 

Testimonials may not be representative of the experience of other clients and are no guarantee of future performance or success.

Copyright StockCross Financial Services, Inc. 2013.