Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Joseph? Claim Your ProfileJoseph A. Gross is an investment advisor representative with International Assets Investment Management, LLC. Joseph has been in the financial industry since 2001 and has a wide range of experience, having previously worked for Merrill Lynch, Pierce, Fenner & Smith Incorporated and WS Griffith Securities, Inc. Joseph is also the president of SevenOaks Private Wealth, LLC, a private label entity for financial business. Joseph specializes in providing financial planning, pension consulting, and portfolio management services to individuals and businesses.
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.
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.
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.
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2
FL
10/24/2021 - Present
International Assets Investment Management, LLC (ORLANDO FL)
NY
09/11/2003 - 10/21/2021
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (ALBANY NY)
CT
11/20/2001 - 07/21/2003
WS GRIFFITH SECURITIES, INC. (HARTFORD CT)
BOTH
Issued 10/15/2003
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/22/2011
Series 31 - Futures Managed Funds Examination
BC
Issued 09/10/2003
Series 7 - General Securities Representative Examination
BC
Issued 11/19/2001
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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