Invested Better
Unclaimed

Unclaimed

Unclaimed

Samantha P Gross

Foreside Fund Services, LLC

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you Samantha? Claim Your Profile

About Samantha P Gross

Samantha Gross is a financial advisor with over 7 years of experience in the industry. Samantha is registered with Foreside Fund Services, LLC and is licensed in 39 states. Samantha has a Series 7, Series 63, Series 57TO and SIE. Samantha’s previous experience includes a role at GOLDMAN SACHS & CO. LLC.

Firm Information

Samantha Gross is currently registered with Foreside Fund Services, LLC. Foreside Fund Services, LLC is a Limited Liability Company formed in 1998. It is registered to conduct business in all 50 states, the District of Columbia, Puerto Rico, and the Virgin Islands. It has also been approved for SEC registration.

Not reported

Assets Under Management

Not reported

Total Clients

625

Total Financial Advisors

Services Offered

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.

Fee Structure

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.

Find Your Ideal Financial Advisor

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

Samantha Gross’s Registration & Firm History

MA

08/18/2021 - Present

Foreside Fund Services, LLC (Boston MA)

NY

08/24/2015 - 07/21/2021

GOLDMAN SACHS & CO. LLC (NEW YORK NY)

Not sure if Samantha P Gross is right for you?

Licenses & Designations

BC

Issued 01/15/2016

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 01/02/2023

Series 57TO - Securities Trader Exam

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 08/22/2015

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Samantha P Gross.
Not sure if Samantha P Gross is right for you?