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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Alan? Claim Your ProfileAlan Kenneth Gross is a financial advisor with over 25 years of experience in the industry. He currently works with Wells Fargo Clearing Services, LLC, a firm that manages assets in the range of $10 billion - $50 billion. Alan Kenneth Gross has registrations in both the Broker-Dealer and Investment Advisor categories, serving individuals, corporations, and other institutions. Alan Kenneth Gross specializes in providing investment consulting services, financial planning, pension consulting, and portfolio management. He has expertise in serving a variety of client types, including high net worth individuals, corporations, pension plans, and charitable organizations.
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.
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.
Investment consulting services to institutional clients
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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2
GA
08/26/2018 - Present
Wells Fargo Clearing Services, LLC (ALPHARETTA GA)
NY
05/08/1998 - 01/17/2003
QUICK & REILLY, INC. (NEW YORK NY)
NY
01/14/1997 - 04/14/1998
DEAN WITTER REYNOLDS INC. (PURCHASE NY)
IA
Issued 02/10/1997
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/23/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/24/1997
Series 31 - Futures Managed Funds Examination
BC
Issued 01/13/1997
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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