Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you David? Claim Your ProfileDavid Grossbard is a financial advisor with Avantax Advisory Services. David has over 29 years of experience in the financial services industry. David has worked with a number of firms over the years, including Royal Alliance Associates, Inc., Essex National Securities, Inc. and The Investment Center, Inc. David is registered to provide investment advice in 13 states, including California, Colorado, Connecticut, Florida, Georgia, Indiana, Maryland, Montana, Nebraska, New Jersey, New York and Pennsylvania. David provides a variety of financial planning and advisory services, including portfolio management for individuals and businesses, retirement planning, college planning, and estate planning. David is also a licensed insurance agent and offers insurance products through Avantax Insurance Agency and Avantax Insurance Services.
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.
Solicitor referral services to third-party investment managers; participant enrollment meetings
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.
Solicitor fees
1
2
NJ
12/06/2023 - Present
Avantax Advisory Services (Englewood Cliffs NJ)
NJ
10/25/2010 - 12/04/2023
THE INVESTMENT CENTER, INC. (ENGLEWOOD CLIFFS NJ)
NJ
07/19/1999 - 10/28/2010
ROYAL ALLIANCE ASSOCIATES, INC. (WEST ORANGE NJ)
CA
06/10/1999 - 10/28/1999
ESSEX NATIONAL SECURITIES, INC. (NAPA CA)
NY
04/15/1998 - 05/17/1999
DIME SECURITIES, INC. (BROOKLYN NY)
AZ
10/14/1996 - 04/16/1998
ROYAL ALLIANCE ASSOCIATES, INC. (SCOTTSDALE AZ)
CA
12/23/1994 - 10/16/1996
ESSEX NATIONAL SECURITIES, INC. (NAPA CA)
NJ
01/14/1994 - 12/23/1994
NATIONWIDE PLANNING ASSOCIATES INC. (FAIR LAWN NJ)
NY
12/20/1993 - 01/01/1994
EQUICO SECURITIES, INC. (NEW YORK NY)
NY
12/20/1993 - 01/01/1994
THE EQUITABLE LIFE ASSURANCE SOCIETY OF THE UNITED STATES (NEW YORK NY)
BOTH
Issued 11/21/2006
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/17/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/02/1998
Series 7 - General Securities Representative Examination
BC
Issued 12/17/1993
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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