Unclaimed
Zachary Gross is a financial professional with over 11 years of experience in the financial industry. Zachary is registered with J.p. Morgan Securities LLC and is licensed in all 50 states and the District of Columbia. Zachary is a Series 24 Principal and holds the Series 63, SIE, and Series 79 licenses. Zachary has experience in a variety of financial services, including investment banking, portfolio management, and financial planning. Zachary has a proven track record of success in helping clients achieve their financial goals.
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.
A percentage of the total value of assets under management is charged.
Fee computed based on cents-per-share-deposited-into-the-account
1
2
NY
08/01/2011 - Present
J.p. Morgan Securities LLC (NEW YORK NY)
BC
Issued 10/17/2011
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/23/2023
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/29/2011
Series 79 - Investment Banking Registered Representative Examination
Active
Inactive
F
FINRA
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