Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Alexander? Claim Your ProfileAlexander Jonathan Gross is a financial advisor registered with Cerity Partners LLC. Alexander is a Certified Financial Planner and has been in the industry since 2011. Alexander has experience working with high-net-worth individuals, charitable organizations, and pension and profit-sharing plans. Alexander is a Series 65 holder. Alexander is licensed to provide financial advice in Massachusetts. Alexander specializes in providing financial planning, pension consulting, and portfolio management. Alexander has a strong track record of success in helping clients reach their financial goals. Alexander is committed to providing personalized financial advice that is tailored to each client's individual needs. Alexander also provides tax services and bill pay services. Alexander is a highly skilled and experienced financial advisor.
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.
Tax services; bill pay
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.
Fees calculated based on the performance of your investments relative to a benchmark.
1
2
NY
02/08/2022 - Present
Cerity Partners LLC (NEW YORK NY)
IA
Issued 10/23/2002
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
Not sure Alexander Gross is the right advisor for you? Invested Better is here to help.
