Unclaimed
Jacob Herschel Gross is a financial advisor with FTP Securities LLC based in New York, NY. Jacob has been in the industry since July 12, 2016. Jacob holds Series 63, SIE, and Series 79 licenses and is registered in New York. Previously, Jacob was registered with BOFA SECURITIES, INC. and HOULIHAN LOKEY CAPITAL, 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.
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.
1
2
NY
01/16/2024 - Present
FTP Securities LLC (NEW YORK NY)
NY
11/15/2019 - 03/21/2023
BOFA SECURITIES, INC. (NEW YORK NY)
NY
06/22/2015 - 08/19/2019
HOULIHAN LOKEY CAPITAL, INC. (NEW YORK NY)
BC
Issued 06/26/2015
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/20/2015
Series 79 - Investment Banking Registered Representative Examination
Active
Inactive
F
FINRA
Not sure Jacob Gross is the right advisor for you? Invested Better is here to help.