Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Adam? Claim Your ProfileAdam Gross is a financial advisor with MML Investors Services, LLC in New York, NY. Adam has over 20 years of experience in the financial services industry. Adam has a Series 7, Series 63, Series 24, and Series 65 licenses. Adam also holds the SIE license. Adam is registered with the states of New York, Connecticut, New Jersey, Florida, and Texas. Prior to joining MML Investors Services, LLC, Adam was a financial advisor at THE LEADERS GROUP, INC. and HSBC Securities (USA) INC.
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.
Asset allocation programs
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.
Solicitors fees
1
2
NY
08/20/2024 - Present
MML Investors Services, LLC (New York NY)
CA
02/03/2022 - 09/19/2022
THE LEADERS GROUP, INC. (Santa Monica CA)
NY
02/12/2018 - 09/21/2020
HSBC SECURITIES (USA) INC. (New York NY)
NY
04/30/2014 - 08/03/2017
CITIGROUP GLOBAL MARKETS INC. (NEW YORK NY)
NY
10/01/2008 - 03/19/2014
J.P. MORGAN SECURITIES LLC (NEW YORK NY)
NY
05/01/2001 - 10/01/2008
J.P. MORGAN SECURITIES INC. (NEW YORK NY)
NY
03/02/1999 - 05/01/2001
J.P. MORGAN SECURITIES INC. (NEW YORK NY)
IA
Issued 06/27/2024
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/20/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/18/2015
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 79TO - Investment Banking Registered Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/27/1999
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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