Unclaimed
Stevie Gross is a financial professional with over 15 years of experience in the industry. Stevie currently works for ADP Broker-Dealer, Inc. and is registered in 21 states. Stevie holds the Series 6, Series 26, Series 63 and SIE licenses. Before working for ADP Broker-Dealer, Inc., Stevie was employed at Fidelity Brokerage Services LLC and Fidelity Investments Institutional Services Company, Inc. Stevie is dedicated to providing clients with personalized financial advice and strategies.
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.
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.
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2
NJ
11/29/2021 - Present
ADP Broker-Dealer, Inc. (FLORHAM PARK NJ)
KY
01/01/2008 - 07/09/2021
FIDELITY BROKERAGE SERVICES LLC (COVINGTON KY)
KY
09/27/2006 - 01/01/2008
FIDELITY INVESTMENTS INSTITUTIONAL SERVICES COMPANY, INC. (COVINGTON KY)
BC
Issued 11/15/2006
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/25/2024
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/26/2006
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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