Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Ross? Claim Your ProfileRoss Gladstone is a financial advisor with over 19 years of experience in the industry. Ross is currently registered with A.g.p. / Alliance Global Partners and is licensed to provide investment advice in California, Connecticut, Florida, New York, and South Carolina. Prior to joining A.g.p. / Alliance Global Partners, Ross was a financial advisor at DAVID LERNER ASSOCIATES, INC. and Spartan Capital Securities, LLC. Ross specializes in providing financial planning, portfolio management, and investment advice to individuals, corporations, charitable organizations, and pension plans.
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.
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.
A percentage of the total value of assets under management is charged.
Sub-adviser of pooled investment vehicle charges a performance f
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NY
09/12/2024 - Present
A.g.p. / Alliance Global Partners (New York NY)
NY
03/20/2019 - 07/10/2020
SPARTAN CAPITAL SECURITIES, LLC (NEW YORK NY)
NY
07/03/2018 - 03/11/2019
ALLIED MILLENNIAL PARTNERS, LLC (NEW YORK NY)
CT
05/23/2014 - 07/05/2018
DAVID LERNER ASSOCIATES, INC. (WESTPORT CT)
CT
07/30/2012 - 02/13/2014
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (FAIRFIELD CT)
NY
02/17/2011 - 07/18/2012
KOYOTE TRADING LLC (NEW YORK NY)
NY
08/21/2006 - 07/27/2010
MADISON PROPRIETARY TRADING GROUP, LLC (NEW YORK NY)
NY
04/24/2006 - 08/22/2006
GENERIC TRADING OF PHILADELPHIA, LLC (NEW YORK NY)
NY
09/10/2002 - 05/23/2003
SCHONFELD SECURITIES, LLC (JERICHO NY)
NY
01/02/2000 - 05/03/2001
ANDOVER BROKERAGE, L.L.C. (MONTEBELLO NY)
BOTH
Issued 10/04/2012
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/07/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/02/2000
Series 55 - Limited Representative-Equity Trader Exam
BC
Issued 12/30/1999
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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