Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Andrew? Claim Your ProfileAndrew Grossman is a financial advisor with B. Riley Wealth Advisors, Inc. located in Plainview, New York. Andrew has been a registered representative since 1984 and has served as a financial advisor at several firms including National Securities Corporation, JHS Capital Advisors, LLC, and GunnAllen Financial, Inc. Andrew has a broad range of experience working with individuals, corporations, businesses, and retirement plans. He holds the Series 7, Series 63, and Series 65 licenses, as well as the SIE exam. Andrew's focus is on providing financial planning, portfolio management, and investment advice to individuals and businesses.
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.
Seminars designed to boost your financial literacy and investment knowledge.
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.
1
2
NY
10/18/2021 - Present
B. Riley Wealth Advisors, Inc. (PLAINVIEW NY)
NY
06/25/2015 - 07/22/2022
NATIONAL SECURITIES CORPORATION (PLAINVIEW NY)
NY
03/26/2010 - 06/25/2015
JHS CAPITAL ADVISORS, LLC (PLAINVIEW NY)
NY
03/01/2007 - 03/29/2010
GUNNALLEN FINANCIAL, INC (PLAINVIEW NY)
NY
02/26/2007 - 03/01/2007
ANDREW GARRETT INC. (UNIONDALE NY)
NY
11/02/2005 - 03/01/2007
S.W. BACH & COMPANY (PORT WASHINGTON NY)
NY
03/20/2003 - 11/16/2005
KIRLIN SECURITIES INC. (SYOSSET NY)
NY
01/03/1995 - 03/21/2003
GOLDIS FINANCIAL GROUP, INC. (GARDEN CITY NY)
NY
06/14/1989 - 12/16/1994
JOSEPHTHAL LYON & ROSS INCORPORATED (NEW YORK NY)
NA
02/10/1987 - 06/17/1989
MOSTEL & TAYLOR SECURITIES, INC.
NA
08/12/1985 - 02/11/1987
DIVERSIFIED EQUITIES CORP.
NA
10/31/1984 - 08/15/1985
VANDERBILT SECURITIES, INC.
NA
10/26/1984 - 11/01/1984
BARRON, MARSHALL & KAMEN CO., INC.
IA
Issued 03/11/2017
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/01/1985
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/20/1984
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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