Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Yehuda? Claim Your ProfileYehuda Zalman Gross is a financial advisor with Kestra Advisory Services, LLC. Yehuda has over 9 years of experience in the financial services industry and holds the Series 66, Series 7 and SIE licenses. Yehuda has experience working at firms like Morgan Stanley and Merrill Lynch. Yehuda is a Certified Financial Planner and specializes in providing financial planning, portfolio management, and investment advisory services to individuals, families, and businesses. Yehuda also provides investment advisory services through Aequus Partners, LLC. Yehuda is a member of the Board of Directors for the Jacobson Jewish Community Foundation and a Board Member of the Jewish Federation of South Palm Beach County.
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.
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.
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
TX
10/20/2023 - Present
Kestra Advisory Services, LLC (AUSTIN TX)
FL
09/07/2016 - 07/02/2020
MORGAN STANLEY (BOCA RATON FL)
FL
12/02/2014 - 09/08/2016
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (BOCA RATON FL)
BOTH
Issued 12/30/2014
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/02/2014
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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