Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Marc? Claim Your ProfileMarc Fredrick Grosso is a financial advisor registered with Raymond James Financial Services Advisors, Inc. and has been in the industry since April 21, 1982. Marc is registered in 27 states and holds the Series 63, Series 10, Series 9, Series 8, Series 7, and SIE licenses. Marc has experience working with various client types, including individuals, high-net-worth individuals, corporations, pension plans, and charitable organizations. Marc provides services such as financial planning, portfolio management, and pension consulting.
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
CA
01/02/2009 - Present
Raymond James Financial Services Advisors, Inc. (CHICO CA)
MO
07/16/1987 - 03/08/2000
A. G. EDWARDS & SONS, INC. (ST. LOUIS MO)
NA
04/01/1986 - 07/27/1987
BIRR, WILSON SECURITIES, INC.
NA
04/22/1982 - 04/01/1986
BIRR, WILSON & CO., INC.
BC
Issued 05/26/1982
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 01/02/2023
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 11/05/1986
Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/17/1982
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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