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 a financial advisor at Equitable Advisors, LLC. David is a registered representative with the state of New Jersey and holds the Series 6, 7, 22, 63, and 65 licenses. David is a Registered Investment Advisor (RIA) in California, Florida, New Jersey, New York, Pennsylvania, and South Carolina. David joined Equitable Advisors in 1999 and also has experience with AXA Advisors and Kingsbridge Advisors, LLC. David can help with financial planning, pension consulting, and educational seminars. David can also provide portfolio management for businesses and individuals.
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.
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NJ
03/26/2013 - Present
Equitable Advisors, LLC (WEST CALDWELL NJ)
CT
11/28/2000 - 05/24/2006
ING FINANCIAL ADVISERS, LLC (WINDSOR CT)
NY
01/21/1981 - 01/05/2000
THE EQUITABLE LIFE ASSURANCE SOCIETY OF THE UNITED STATES (NEW YORK NY)
IA
Issued 05/24/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/24/1988
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/06/1999
Series 7 - General Securities Representative Examination
BC
Issued 05/02/1988
Series 22 - Direct Participation Programs Representative Examination
BC
Issued 01/12/1981
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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