Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Thomas? Claim Your ProfileThomas Chester Gross is a financial professional with over 15 years of experience. Thomas has a wide range of experience in the financial services industry, having worked with several firms including Edward Jones, Prudential, and MetLife Securities. Thomas is currently registered with Transamerica Retirement Advisors, LLC. Thomas specializes in providing financial advice to individuals, corporations, and pension and profit-sharing plans. Thomas is a Registered Representative, licensed in Alabama.
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.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
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.
A percentage of the total value of assets under management is charged.
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2
AL
11/09/2022 - Present
Transamerica Retirement Advisors, LLC (Equality AL)
PA
03/21/2014 - 02/17/2016
SANTANDER SECURITIES LLC (LEWISBURG PA)
PA
11/12/2012 - 12/11/2013
INVEST FINANCIAL CORPORATION (STROUDSBURG PA)
PA
05/14/2010 - 02/15/2011
WADDELL & REED, INC. (WYOMISSING PA)
MA
07/17/2006 - 05/25/2010
METLIFE SECURITIES INC. (SPRINGFIELD MA)
PA
07/17/2006 - 07/09/2007
METROPOLITAN LIFE INSURANCE COMPANY (WAYNE PA)
PA
03/02/2004 - 10/03/2006
VALIC FINANCIAL ADVISORS, INC. (HARRISBURG PA)
MO
04/05/2000 - 02/12/2001
EDWARD JONES (ST. LOUIS MO)
NJ
09/26/1997 - 12/09/1997
PRUCO SECURITIES CORPORATION (NEWARK NJ)
BOTH
Issued 02/25/2008
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/02/2004
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/01/2004
Series 7 - General Securities Representative Examination
BC
Issued 09/15/1997
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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