Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael Gross is a financial advisor with over 20 years of experience in the financial services industry. Michael is currently registered as an Investment Advisor Representative with Cambridge Investment Research Advisors, Inc. Michael has held several roles in the past with firms such as Fortune Financial Services, Inc., Private Client Services, LLC, and Roosevelt Equity Corporation. Michael is a Certified Financial Planner™ and a Chartered Financial Consultant. Michael is also a board member for Persimmons Ridge Homeowners' Association, Whitefield Academy, and a Fixed Insurance Agent.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Solicitation fees from 3rd party money managers
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2
KY
02/29/2024 - Present
Cambridge Investment Research Advisors, Inc. (Louisville KY)
KY
03/06/2018 - 06/01/2018
FORTUNE FINANCIAL SERVICES, INC. (Louisville KY)
KY
02/03/2016 - 04/25/2017
PRIVATE CLIENT SERVICES, LLC (Louisville KY)
NY
08/06/2013 - 12/31/2015
ROOSEVELT EQUITY CORPORATION (NEW YORK NY)
KY
01/20/2012 - 03/19/2012
CAMBRIDGE INVESTMENT RESEARCH, INC. (LOUISVILLE KY)
KY
12/19/2003 - 02/02/2012
METLIFE SECURITIES INC. (LOUISVILLE KY)
KY
12/19/2003 - 07/09/2007
METROPOLITAN LIFE INSURANCE COMPANY (LOUISVILLE KY)
CA
07/22/2002 - 12/31/2003
FORESTERS EQUITY SERVICES, INC. (SAN DIEGO CA)
NY
11/01/2001 - 06/17/2002
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
OH
03/24/1999 - 10/01/2001
NATCITY INSURANCE SERVICES, INC. (CLEVELAND OH)
OH
10/21/1998 - 10/01/2001
NATCITY INVESTMENTS, INC. (CLEVELAND OH)
IA
Issued 08/06/2001
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/20/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/20/1998
Series 7 - General Securities Representative Examination
Active
Inactive
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