Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Paul? Claim Your ProfilePaul Robert Gross is a financial advisor at LPL Financial LLC, located in Agoura Hills, CA. Paul Robert Gross has been in the financial services industry since May 5, 2010, working in various capacities at different firms. Paul Robert Gross is a Registered Representative with Series 7 and 66 licenses. Paul Robert Gross provides a range of investment advisory and financial planning services to individuals, businesses, and institutions.
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.
Consulting and other non-discretionary advisory services
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.
1
2
CA
07/21/2021 - Present
LPL Financial LLC (AGOURA HILLS CA)
CA
02/06/2013 - 07/21/2021
WADDELL & REED (CALABASAS CA)
CA
03/09/2012 - 01/30/2013
MORGAN STANLEY (WOODLAND HILLS CA)
NA
06/16/1988 - 04/25/1990
RAYMOND JAMES & ASSOCIATES, INC.
BOTH
Issued 04/04/2012
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/08/2012
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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