Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Barry? Claim Your ProfileBarry Michael Gross is a financial advisor with over 40 years of experience in the industry. Barry is currently registered with Raymond James Financial Services Advisors, Inc. Previously, Barry was registered with MORGAN STANLEY and MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED. Barry holds a Series 7, Series 10, Series 9, Series 24, Series 3, Series 31, Series 4, Series 53 and Series 63 licenses. Barry offers financial planning, portfolio management for businesses and individuals, selection of other advisors, pension consulting, educational seminars and hourly & fixed rate consultations.
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.
Hourly & fixed rate consultations
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.
Per participant (erisa)
1
2
NJ
08/22/2017 - Present
Raymond James Financial Services Advisors, Inc. (MORRISTOWN NJ)
NJ
06/01/2009 - 08/29/2017
MORGAN STANLEY (MORRISTOWN NJ)
NJ
05/21/2009 - 06/01/2009
MORGAN STANLEY & CO. INCORPORATED (SHORT HILLS NJ)
NJ
06/25/1981 - 05/22/2009
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (JERSEY CITY NJ)
IA
Issued 11/06/1996
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/17/1981
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/10/2012
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 12/01/2012
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 04/18/1984
Series 12 - NYSE Branch Manager Examination
BC
Issued 03/20/1984
Series 53 - Municipal Securities Principal Examination
BC
Issued 01/27/1984
Series 24 - General Securities Principal Examination
BC
Issued 01/23/1984
Series 4 - Registered Options Principal Examination
BC
Issued 07/31/2019
Series 31 - Futures Managed Funds Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/29/1988
Series 3 - National Commodity Futures Examination
BC
Issued 06/20/1981
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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