Unclaimed
Christopher Todd Gross is a financial advisor with over 20 years of experience in the industry. Christopher is currently registered with Westpark Capital, Inc. in Boca Raton, FL and has prior experience working with a number of other firms including Arete Wealth Management, LLC, Raymond James & Associates, Inc. and VFG Securities, Inc. Christopher holds the Series 6, 7, 24, 63, and 65 licenses and the SIE designation. Christopher is committed to providing his clients with personalized financial advice and guidance to help them achieve their financial goals.
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.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
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.
1
2
FL
06/07/2018 - Present
Westpark Capital, Inc. (BOCA RATON FL)
CA
01/22/2016 - 06/01/2018
ARETE WEALTH MANAGEMENT, LLC (CARLSBAD CA)
CA
09/30/2015 - 12/28/2015
RAYMOND JAMES & ASSOCIATES, INC. (SAN DIEGO CA)
CA
01/23/2014 - 09/30/2015
VFG SECURITIES, INC. (CULVER CITY CA)
NY
01/14/2014 - 02/03/2014
CUTTONE & CO., INC. (NEW YORK NY)
CA
09/20/2011 - 12/23/2013
VFG SECURITIES, INC. (CULVER CITY CA)
MD
11/04/2010 - 09/14/2011
LARA, SHULL & MAY, LLC (BETHESDA MD)
NY
07/15/2009 - 11/01/2010
DREXEL HAMILTON, LLC (NEW YORK NY)
CA
02/24/2006 - 07/14/2009
MADISON AVENUE SECURITIES, INC. (SAN DIEGO CA)
AZ
06/23/2003 - 01/14/2005
SUNAMERICA SECURITIES, INC. (PHOENIX AZ)
NJ
02/16/2001 - 07/21/2003
UBS FINANCIAL SERVICES INC. (WEEHAWKEN NJ)
NY
10/11/1999 - 02/23/2001
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
NY
08/13/1996 - 10/12/1999
PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)
AZ
05/01/1996 - 05/23/1996
SUNAMERICA SECURITIES, INC. (PHOENIX AZ)
IA
Issued 11/08/1996
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/09/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/04/2003
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/12/1996
Series 7 - General Securities Representative Examination
BC
Issued 04/30/1996
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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