Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Edward? Claim Your ProfileEdward Russell Gross is a registered investment advisor representative with Transamerica Retirement Advisors, LLC. Edward has been in the financial services industry since April 21, 2003. Edward is also a registered representative and has a Series 6 and Series 7 license, allowing Edward to provide securities-related services. Edward is registered with the states of Florida and Alabama and has been with Transamerica Retirement Advisors, LLC since November 7, 2013. Edward previously worked at VALIC Financial Advisors, Inc., State Farm VP Management Corp., National Securities Network, Inc., Corporate Securities Group, Inc., Domestic Arbitrage Group, Inc., and Vanderbilt Securities, Inc.
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.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Custom portfolio management strategies for businesses to achieve long-term growth.
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
11/07/2013 - Present
Transamerica Retirement Advisors, LLC (PENSACOLA FL)
TX
06/22/2005 - 08/10/2007
VALIC FINANCIAL ADVISORS, INC. (HOUSTON TX)
IL
01/01/2004 - 06/23/2005
STATE FARM VP MANAGEMENT CORP. (BLOOMINGTON IL)
NA
12/15/1987 - 06/20/1988
NATIONAL SECURITIES NETWORK, INC.
NA
10/30/1987 - 12/22/1987
CORPORATE SECURITIES GROUP, INC.
NA
10/06/1987 - 10/30/1987
DOMESTIC ARBITRAGE GROUP, INC.
NA
10/06/1987 - 10/06/1987
VANDERBILT SECURITIES, INC.
IA
Issued 09/26/2013
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/14/2006
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/23/2003
Series 6 - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 09/19/1987
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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