Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Brent? Claim Your ProfileBrent Gross is a financial advisor with LPL Financial LLC in Cincinnati, Ohio. Brent has been in the financial services industry since 1995 and is registered with the state of Ohio as both a Broker and an Investment Advisor Representative. Before joining LPL Financial LLC, Brent was with Wells Fargo Advisors Financial Network, LLC, from 2016 to 2021. Brent is also registered as a Broker in several other states including Arizona, California, Colorado, Florida, Illinois, Indiana, Kentucky, Massachusetts, Ohio, South Dakota, Tennessee, and Washington.
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.
Consulting and other non-discretionary advisory services
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
OH
08/31/2021 - Present
LPL Financial LLC (CINCINNATI OH)
OH
04/04/2016 - 09/07/2021
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC (CINCINNATI OH)
OH
05/09/2005 - 04/20/2016
LPL FINANCIAL LLC (CINCINNATI OH)
NY
03/19/1996 - 05/10/2005
MORGAN STANLEY DW INC. (PURCHASE NY)
MI
09/29/1995 - 02/20/1996
OLDE DISCOUNT CORPORATION (DETROIT MI)
IA
Issued 05/17/1996
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/19/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/04/2005
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/09/1996
Series 31 - Futures Managed Funds Examination
BC
Issued 04/26/1996
Series 7 - General Securities Representative Examination
BC
Issued 09/12/1995
Series 52 - Municipal Securities Representative Examination
Active
Inactive
F
FINRA
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