Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Joshua? Claim Your ProfileJoshua Richard Gross is an investment advisor representative registered with Peak American Investment Advisors, Inc. Joshua is a licensed investment advisor representative in Texas. Joshua has passed the Series 7 and Series 65 exams. Joshua has experience with the following investment areas: financial planning, selection of other advisors, and portfolio management for individuals. Before joining Peak American Investment Advisors, Inc. Joshua was employed by Fidelity Brokerage Services LLC and National Financial Services 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.
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.
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TX
08/26/2024 - Present
Peak American Investment Advisors, Inc. (PLANO TX)
TX
07/24/2013 - 12/24/2013
FIDELITY BROKERAGE SERVICES LLC (WESTLAKE TX)
TX
06/12/2013 - 07/09/2013
NATIONAL FINANCIAL SERVICES LLC (WESTLAKE TX)
IA
Issued 08/22/2024
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/11/2013
Series 7 - General Securities Representative Examination
Active
Inactive
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