Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Candis? Claim Your ProfileCandis Gross has been in the financial services industry since November 22, 2005. Candis is currently registered with FS Investment Solutions, LLC. Previously Candis was registered with Simplicity Financial Investment Services, Inc., CCO Capital, LLC, UBS Financial Services Inc. and Citigroup Global Markets Inc. Candis is licensed in all states.
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.
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.
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2
PA
02/07/2022 - Present
FS Investment Solutions, LLC (PHILADELPHIA PA)
NJ
02/25/2021 - 02/22/2022
SIMPLICITY FINANCIAL INVESTMENT SERVICES, INC. (SUMMIT NJ)
AZ
11/02/2006 - 06/17/2020
CCO CAPITAL, LLC (PHOENIX AZ)
PA
05/04/2005 - 11/08/2006
UBS FINANCIAL SERVICES INC. (PHILADELPHIA PA)
NY
03/15/2005 - 05/12/2005
CITIGROUP GLOBAL MARKETS INC. (NEW YORK NY)
BOTH
Issued 08/17/2005
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/22/2011
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/14/2005
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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