Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Darren? Claim Your ProfileDarren Gross is a financial advisor with Raymond James Financial Services Advisors, Inc. located in Portland, Oregon. Darren Gross has been in the financial services industry since July 2, 2014 and holds Series 6, 7, 63 and 66 licenses. Darren Gross is also a registered investment advisor in Oregon, North Carolina, Texas 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.
Hourly & fixed rate consultations
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.
Per participant (erisa)
1
2
OR
10/21/2024 - Present
Raymond James Financial Services Advisors, Inc. (Portland OR)
WA
10/13/2018 - 08/03/2021
J.P. MORGAN SECURITIES LLC (SEATTLE WA)
WA
11/20/2012 - 03/01/2017
J.P. MORGAN SECURITIES LLC (SEATTLE WA)
BOTH
Issued 01/29/2019
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/29/2012
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/08/2018
Series 7TO - General Securities Representative Examination
BC
Issued 03/01/2017
SIE - Securities Industry Essentials Examination
BC
Issued 11/19/2012
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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