Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Laurie? Claim Your ProfileLaurie Gross is a financial advisor with Raymond James Financial Services Advisors, Inc. Laurie has been in the financial services industry since 2001 and has a Series 7, Series 63, and Series 65. Laurie specializes in providing financial planning, portfolio management, and other advisory services to individuals, businesses, and institutions. Laurie's expertise spans a broad range of financial services needs, including retirement planning, investment management, and estate planning.
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.
Seminars designed to boost your financial literacy and investment knowledge.
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.
Hourly & fixed rate consultations
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Per participant (erisa)
1
2
NJ
10/16/2018 - Present
Raymond James Financial Services Advisors, Inc. (ROCHELLE PARK NJ)
NJ
01/11/2007 - 02/09/2015
RAYMOND JAMES & ASSOCIATES, INC. (PARAMUS NJ)
NJ
11/08/2001 - 01/22/2007
DAVID LERNER ASSOCIATES, INC. (TEANECK NJ)
IA
Issued 01/31/2008
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/04/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/07/2001
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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