CG
Candis Gross
FS INVESTMENT SOLUTIONS
PHILADELPHIA, PA 19104
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CRD#: 4887490
CG
Professional summary
Candis Gross, who also goes by Candis Michelle Bott, Candis Michelle Gross, is a registered financial professional currently at FS INVESTMENT SOLUTIONS, LLC located in Philadelphia, Pennsylvania.
Candis is registered as a RR (Registered Representative) and started their career in finance in 2005. Candis has worked at 5 firms and has passed the Series 66, SIE, Series 7 and Series 24 exams.
Question & Answer
Are you a "fiduciary"?
No
Aliases
Candis Michelle Bott | Candis Michelle Gross
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.
CRS (Client Relationship Summary) - BD
Click below to view Candis Gross's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
NoneExperience
Current
February 7, 2022 - Present
FS INVESTMENT SOLUTIONS, LLC
Office #1: 3025 Jfk Boulevard Ofc 500, Philadelphia, PA 19104BD
CRD#: 145244
PHILADELPHIA, PA
Past
February 25, 2021 - February 22, 2022
SIMPLICITY FINANCIAL INVESTMENT SERVICES, INC.
BD
CRD#: 148024
SUMMIT, NJ
Past
November 2, 2006 - June 17, 2020
CCO CAPITAL, LLC
BD
CRD#: 31147
PHOENIX, AZ
Past
May 4, 2005 - November 8, 2006
UBS FINANCIAL SERVICES INC.
BD
CRD#: 8174
PHILADELPHIA, PA
Past
March 15, 2005 - May 12, 2005
CITIGROUP GLOBAL MARKETS INC.
BD
CRD#: 7059
NEW YORK, NY
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.Visual representation of state registrations
RR
Alabama(2/7/2022)
RR
Alaska(2/7/2022)
RR
Arizona(2/9/2022)
RR
Arkansas(2/7/2022)
RR
California(2/7/2022)
RR
Colorado(2/7/2022)
RR
Connecticut(2/7/2022)
RR
Delaware(2/7/2022)
RR
District of Columbia(2/7/2022)
RR
Florida(2/7/2022)
RR
Georgia(2/7/2022)
RR
Hawaii(2/7/2022)
RR
Idaho(2/7/2022)
RR
Illinois(2/7/2022)
RR
Indiana(2/7/2022)
RR
Iowa(2/7/2022)
RR
Kansas(2/7/2022)
RR
Kentucky(2/7/2022)
RR
Louisiana(2/7/2022)
RR
Maine(2/7/2022)
RR
Maryland(2/7/2022)
RR
Massachusetts(2/7/2022)
RR
Michigan(2/7/2022)
RR
Minnesota(2/7/2022)
RR
Mississippi(2/7/2022)
RR
Missouri(2/7/2022)
RR
Montana(2/7/2022)
RR
Nebraska(2/7/2022)
RR
Nevada(2/7/2022)
RR
New Hampshire(2/7/2022)
RR
New Jersey(2/7/2022)
RR
New Mexico(2/7/2022)
RR
New York(2/7/2022)
RR
North Carolina(2/7/2022)
RR
North Dakota(2/7/2022)
RR
Ohio(2/8/2022)
RR
Oklahoma(2/7/2022)
RR
Oregon(2/7/2022)
RR
Pennsylvania(2/7/2022)
RR
Puerto Rico(2/7/2022)
RR
Rhode Island(2/7/2022)
RR
South Carolina(2/7/2022)
RR
South Dakota(2/7/2022)
RR
Tennessee(2/7/2022)
RR
Texas(2/7/2022)
RR
Utah(2/7/2022)
RR
Vermont(2/7/2022)
RR
Virginia(2/7/2022)
RR
Washington(2/7/2022)
RR
West Virginia(2/7/2022)
RR
Wisconsin(2/7/2022)
RR
Wyoming(2/7/2022)
Exams
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam
SRO Registrations
RR
FINRA
Current Firm
FI
FS INVESTMENT SOLUTIONS, LLC
FS INVESTMENT SOLUTIONS, LLC | FS2 CAPITAL PARTNERS, LLC
CRD#: 145244 / SEC#: , 8-67718
BD
Broker-Dealer Firm Regulated by FINRA (Philadelphia district office)
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Contact information
Main Address
3025 Jfk Boulevard Ofc 500, Philadelphia, PA 19104
Mailing Address
3025 Jfk Boulevard Ofc 500, Philadelphia, PA 19104
Phone number
(215) 495-1150
Established
Delaware since 07/17/2007
Firm type
Limited Liability Company
Fiscal year end
December
Firm Size
Small
# of Employees
FINRA licenses (52 States and Territories)
Direct owners and executive officers
| Name | Position | CRD# |
|---|---|---|
| FRANKLIN SQUARE HOLDINGS, LP | SOLE MEMBER OF FS INVESTMENT SOLUTIONS, LLC | |
| DETWILER, ELIZABETH CAMILLA | GENERAL COUNSEL, PRINICIPAL OPERATIONS OFFICER | 4361137 |
| GAGLIOTI, ENRICO SALVATORE | PRESIDENT | 2649966 |
| PAGNOTTA, CHRISTOPHER VINCENT | CHIEF COMPLIANCE OFFICER | 4418522 |
| SCARPATI, GERARD | FINOP/CFO, PFO | 2313132 |
Red Flags
Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.
Check for any disclosures as part of your thorough research when choosing an advisor.
