Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jacob? Claim Your ProfileJacob Gross is a financial advisor at Hilltop Securities Inc. and Momentum Independent Network Inc.. Jacob has been a financial advisor in the industry since April 3, 2022. Jacob has a Series 63, Series 6TO and SIE licenses. Jacob is registered in Texas. Jacob has experience working at EQUITABLE ADVISORS, LLC.
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.
Seminars designed to boost your financial literacy and investment knowledge.
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.
12b-1 fees
1
2
TX
01/03/2023 - Present
Hilltop Securities Inc. (DALLAS TX)
TX
02/10/2022 - 11/10/2022
EQUITABLE ADVISORS, LLC (DALLAS TX)
BC
Issued 07/08/2022
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/10/2022
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 08/13/2021
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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