Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Peter? Claim Your ProfilePeter R. Gross is an Investment Advisor Representative at T. Rowe Price Associates, Inc. Peter has been in the industry since August 2008, and holds licenses in 53 states and the District of Columbia. Peter has experience with a variety of firms, including Merrill Lynch, Pierce, Fenner & Smith Incorporated, Park Avenue Securities LLC, The Leaders Group, Inc., and Altegris Investments, LLC. Peter is registered with FINRA and has a Series 6, 7, 3, 63 and 66 license. Peter is a financial professional with the skills and experience necessary to provide effective investment advice.
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.
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.
Strategic management for diversified investment portfolios.
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.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
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2
CO
08/29/2023 - Present
T. Rowe Price Associates, Inc. (Colorado Springs CO)
CO
10/10/2022 - 07/14/2023
ALPS DISTRIBUTORS, INC. (DENVER CO)
CO
03/04/2020 - 10/02/2022
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (GREENWOOD VILLAGE CO)
CA
12/03/2018 - 03/04/2020
PARK AVENUE SECURITIES LLC (SAN DIEGO CA)
CO
05/29/2018 - 09/27/2018
THE LEADERS GROUP, INC. (LITTLETON CO)
CA
03/15/2012 - 01/16/2018
ALTEGRIS INVESTMENTS, LLC (LA JOLLA CA)
MA
09/24/2007 - 12/01/2011
JOHN HANCOCK DISTRIBUTORS LLC (BOSTON MA)
BOTH
Issued 01/21/2019
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/04/2007
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/27/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/14/2012
Series 3 - National Commodity Futures Examination
BC
Issued 10/10/2009
Series 7 - General Securities Representative Examination
BC
Issued 09/22/2007
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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