Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Susan? Claim Your ProfileSusan Gross is a financial advisor registered with LPL Financial LLC in Reading, Pennsylvania. Susan has been in the financial industry since 1984. Susan has a long history of experience in the industry, having worked for several firms, including Citigroup Global Markets Inc., Lehman Brothers Inc., and Prudential-Bache Securities Inc., before joining LPL Financial LLC. Susan holds licenses in several states, including California, Florida, Maryland, Pennsylvania, and Virginia. Susan offers a variety of financial services, including financial planning, portfolio management, and educational seminars. Susan is committed to helping clients reach their financial goals. Susan is also a registered investment advisor in Pennsylvania. Susan is a licensed insurance agent and offers non-variable insurance products.
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
PA
09/14/2016 - Present
LPL Financial LLC (READING PA)
PA
07/31/1993 - 07/25/2007
CITIGROUP GLOBAL MARKETS INC. (WYOMISSING PA)
NY
10/17/1988 - 07/31/1993
LEHMAN BROTHERS INC. (NEW YORK NY)
NA
01/23/1985 - 11/09/1988
PRUDENTIAL-BACHE SECURITIES INC.
NA
08/20/1984 - 12/14/1984
IDS MARKETING CORPORATION
IA
Issued 08/10/1992
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/18/1984
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/08/2007
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/19/1985
Series 7 - General Securities Representative Examination
BC
Issued 08/18/1984
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Susan Gross is the right advisor for you? Invested Better is here to help.
