Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you David? Claim Your ProfileDavid Grossman is an investment advisor representative at Apollon Wealth Management, LLC. David has been in the securities industry for over 28 years and has experience working with individuals, high-net-worth individuals, insurance companies, charitable organizations, corporations or other businesses, pension and profit-sharing plans and pooled investment vehicles. David offers advisory services including financial planning, portfolio management for individuals and pooled investment vehicles and selection of other advisers.
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.
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
SC
08/20/2021 - Present
Apollon Wealth Management, LLC (MOUNT PLEASANT SC)
FL
09/16/2021 - 04/08/2022
PURSHE KAPLAN STERLING INVESTMENTS (Weston FL)
FL
09/06/2016 - 06/07/2021
RAYMOND JAMES & ASSOCIATES, INC. (Palm Beach FL)
FL
02/06/2012 - 09/06/2016
DEUTSCHE BANK SECURITIES INC. (MIAMI FL)
FL
09/18/2008 - 02/07/2012
WELLS FARGO ADVISORS, LLC (MIAMI FL)
FL
05/16/2002 - 09/22/2008
CITIGROUP GLOBAL MARKETS INC. (AVENTURA FL)
NJ
04/11/1997 - 05/15/2002
DONALDSON, LUFKIN & JENRETTE SECURITIES CORPORATION (JERSEY CITY NJ)
NY
06/10/1996 - 04/16/1997
PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)
NY
08/25/1993 - 06/13/1996
DEAN WITTER REYNOLDS INC. (PURCHASE NY)
IA
Issued 12/28/2004
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/31/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/01/2006
Series 31 - Futures Managed Funds Examination
BC
Issued 08/24/1993
Series 7 - General Securities Representative Examination
Active
Inactive
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