Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Melvin? Claim Your ProfileMelvin Gross is a financial advisor with over 50 years of experience in the industry. Melvin is currently registered with Osaic Wealth, Inc. Melvin has a wide range of experience working with a variety of clients including individuals, corporations, and charitable organizations. Melvin has a strong commitment to providing his clients with personalized financial advice and guidance. Melvin holds the Series 63, Series 65, Series 7, and Series 24 licenses.
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.
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
01/24/2025 - Present
Osaic Wealth, Inc. (HOUSTON TX)
TX
11/30/2007 - 05/01/2009
MML INVESTORS SERVICES, INC. (HOUSTON TX)
TX
03/13/2001 - 12/19/2007
AMERICAN GENERAL SECURITIES INCORPORATED (HOUSTON TX)
IL
03/12/1998 - 03/19/2001
OGILVIE SECURITY ADVISORS CORPORATION (CHICAGO IL)
IN
09/11/1997 - 03/26/1998
JEFFERSON PILOT SECURITIES CORPORATION (FORT WAYNE IN)
MA
04/27/1971 - 08/29/1997
SUN INVESTMENT SERVICES COMPANY (WELLESLEY HILLS MA)
IA
Issued 06/13/2001
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/18/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/16/2006
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/20/1971
Series 1 - Registered Representative Examination
Active
Inactive
F
FINRA
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