Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Scott? Claim Your ProfileScott Richard Gross is a financial advisor with Wells Fargo Advisors Financial Network, LLC. Scott has been in the industry for over 30 years and is registered to provide investment advice in multiple states. Scott has a diverse range of experience, having previously worked with JWGENESIS FINANCIAL GROUP, INC and CHATFIELD DEAN & CO., INC. In addition to his current role at Wells Fargo, Scott is also a partner in STANCHION HOLDINGS, LLC, a real estate holding partnership. Scott is committed to providing clients with personalized financial advice and strategies to help them reach their financial goals.
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.
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.
Investment consulting services to institutional clients
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
CO
11/04/2010 - Present
Wells Fargo Advisors Financial Network, LLC (LITTLETON CO)
FL
01/04/1999 - 01/02/2001
JWGENESIS FINANCIAL GROUP, INC (BOCA RATON FL)
CO
02/11/1992 - 01/04/1999
CHATFIELD DEAN & CO., INC. (GREENWOOD VILLAGE CO)
NY
02/10/1992 - 03/05/1992
EMANUEL AND COMPANY (NEW YORK NY)
IA
Issued 05/21/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/21/1992
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/17/2007
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 03/21/2007
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 08/13/1993
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/07/1992
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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