Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Claudia? Claim Your ProfileClaudia Gross is a financial advisor with LPL Financial LLC in FORT MILL, SC. Claudia has been in the financial services industry since 2010 and has a Series 7, 6, 63, 24, SIE, and 99TO. Claudia has prior experience with TD Ameritrade Clearing, Inc., SCOTTTRADE, INC., TD AMERITRADE, INC., and CHASE INVESTMENT SERVICES CORP. Claudia has a strong track record of success in the financial services industry and is committed to providing her clients with personalized financial advice.
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.
1
2
SC
10/27/2022 - Present
LPL Financial LLC (FORT MILL SC)
TX
06/10/2014 - 08/12/2022
TD AMERITRADE CLEARING, INC. (Southlake TX)
MO
09/20/2017 - 09/10/2018
SCOTTRADE, INC. (ST. LOUIS MO)
TX
06/12/2013 - 06/11/2014
TD AMERITRADE, INC. (FORT WORTH TX)
TX
05/23/2012 - 06/12/2013
TD AMERITRADE CLEARING, INC. (FORT WORTH TX)
TX
07/28/2008 - 04/05/2010
CHASE INVESTMENT SERVICES CORP. (ROANOKE TX)
BC
Issued 08/15/2008
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/20/2013
Series 24 - General Securities Principal Examination
BC
Issued 07/03/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/22/2012
Series 7 - General Securities Representative Examination
BC
Issued 07/25/2008
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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