Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Steven? Claim Your ProfileSteven Benjamin Gross is a financial advisor with over 28 years of experience in the industry. Steven has a Certified Financial Planner and Chartered Financial Consultant designations. Steven is currently registered with Raymond James Financial Services Advisors, Inc. and has been with them since June 2021. Previously, Steven worked for Ameriprise Financial Services, LLC., IDS Life Insurance Company, Gruntal & Co. Incorporated, and Americorp Securities, Inc. Steven is also a trustee for two trusts and the owner of a company called Robocavs LLC, which is used to run his financial planning practice.
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.
Hourly & fixed rate consultations
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.
Per participant (erisa)
1
2
FL
07/08/2021 - Present
Raymond James Financial Services Advisors, Inc. (Fort Myers FL)
NY
07/05/1995 - 08/14/2020
AMERIPRISE FINANCIAL SERVICES, LLC (Briarcliff Manor NY)
MN
07/05/1995 - 07/03/2006
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
NY
04/24/1994 - 05/23/1995
GRUNTAL & CO. INCORPORATED (NEW YORK NY)
NY
07/19/1993 - 04/18/1994
AMERICORP SECURITIES, INC. (NEW YORK NY)
IA
Issued 01/30/1996
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/21/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/15/1993
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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