Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Chad? Claim Your ProfileChad Gross is a financial advisor with over 12 years of experience in the financial services industry. Chad is currently registered with FEF Distributors, LLC and is licensed in 52 states and the District of Columbia. Previous experience includes roles at Loomis Sayles Distributors, L.P., John Hancock Funds, LLC, John Hancock Distributors LLC, and Janus Distributors LLC. Chad holds the Series 3, Series 7 and Series 63 licenses in addition to the SIE exam.
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.
1
2
NY
06/06/2020 - Present
FEF Distributors, LLC (NEW YORK NY)
CO
05/10/2013 - 05/14/2020
LOOMIS SAYLES DISTRIBUTORS, L.P. (Aurora CO)
MA
09/15/2011 - 03/15/2013
JOHN HANCOCK FUNDS, LLC (BOSTON MA)
MA
05/08/2012 - 03/14/2013
JOHN HANCOCK DISTRIBUTORS LLC (BOSTON MA)
CO
12/20/2007 - 04/08/2011
JANUS DISTRIBUTORS LLC (DENVER CO)
BC
Issued 11/18/2016
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/23/2013
Series 3 - National Commodity Futures Examination
BC
Issued 12/19/2007
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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