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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 an investment advisor representative with Janney Montgomery Scott LLC in Sarasota, FL. Michael has 10 years of experience in the industry. Michael specializes in serving individuals, high-net-worth individuals, insurance companies, charitable organizations, corporations, and pension plans. Michael offers a range of advisory services including financial planning, portfolio management for individuals and businesses, and pension consulting. Michael is registered with the state of Florida as a Registered Investment Advisor and is also registered with the state of Texas as a Registered Investment Advisor. Michael is also registered with FINRA as a Registered Representative.
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.
Fee plus commission
1
2
FL
09/06/2023 - Present
Janney Montgomery Scott LLC (SARASOTA FL)
FL
02/03/2022 - 10/25/2022
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (RIVERVIEW FL)
NC
02/24/2021 - 11/05/2021
PNC INVESTMENTS (RALEIGH NC)
NC
05/22/2020 - 01/11/2021
TD AMERITRADE, INC. (CARY NC)
NC
06/27/2018 - 05/04/2020
FIRST CITIZENS INVESTOR SERVICES, INC. (RALEIGH NC)
FL
09/26/2013 - 03/08/2018
SCOTTRADE, INC. (BRADENTON FL)
BOTH
Issued 01/18/2017
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/23/2013
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/26/2013
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
N
New York Stock Exchange
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