Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Sara? Claim Your ProfileSara Gross is a financial advisor with LPL Financial LLC. Sara has been in the financial services industry since 2004. Sara holds licenses in several states, including Florida, Georgia, Maryland, and North Carolina. Sara has experience working with a variety of clients, including individuals, families, businesses, and retirement plans. Sara specializes in financial planning, retirement planning, and investment management.
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
FL
10/27/2021 - Present
LPL Financial LLC (JACKSONVILLE FL)
FL
04/23/2014 - 07/08/2014
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (JACKSONVILLE FL)
FL
08/21/2013 - 01/02/2014
SUNTRUST INVESTMENT SERVICES, INC. (JACKSONVILLE FL)
FL
06/01/2012 - 06/26/2013
LINCOLN INVESTMENT (JACKSONVILLE FL)
FL
02/03/2011 - 06/01/2012
CAPITAL ANALYSTS, INCORPORATED (JACKSONVILLE FL)
NY
02/07/1994 - 09/04/2002
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
BOTH
Issued 10/25/2021
Series 66 - Uniform Combined State Law Examination
BC
Issued 02/04/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/02/2011
Series 7 - General Securities Representative Examination
BC
Issued 02/04/1994
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Sara Gross is the right advisor for you? Invested Better is here to help.
