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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Todd? Claim Your ProfileTodd Jordan Gross is an investment advisor representative with Powell Investment Advisors, LLC. Todd has been registered with FINRA since May 3, 2012. Todd has a Series 65 license, which allows them to provide investment advice to individuals and institutions. Todd has 10+ years of experience in the financial services industry and specializes in portfolio management for individuals and pooled investment vehicles. They are currently registered with the state of Florida and has previously worked at Powell Investment Advisors, LLC.
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.
Personalized portfolio management to meet individual financial objectives.
Consulting
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.
Fees calculated based on the performance of your investments relative to a benchmark.
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2
FL
05/03/2012 - Present
Powell Investment Advisors, LLC (MIAMI FL)
IA
Issued 03/08/2012
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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