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George Robert Grossmann

American Portfolios Financial Services, Inc.

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About George Robert Grossmann

George Robert Grossmann has been in the financial services industry since 1997 and is currently registered with American Portfolios Financial Services, Inc. in Holbrook, New York. George is a Series 7 and Series 63 licensed professional, and holds the SIE designation. George is also registered to conduct business in New Jersey, New York, and Pennsylvania. George previously worked at Nathan & Lewis Securities, Inc. in New York, New York.

Firm Information

George Grossmann is currently registered with American Portfolios Financial Services, Inc.. American Portfolios Financial Services, Inc. is a corporation approved in April 1990, registered in 53 states and the SEC.

Not reported

Assets Under Management

Not reported

Total Clients

154

Total Financial Advisors

Services Offered

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.

Fee Structure

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.

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George Grossmann’s Registration & Firm History

NY

09/14/2001 - Present

American Portfolios Financial Services, Inc. (HOLBROOK NY)

NY

09/29/1997 - 09/20/2001

NATHAN & LEWIS SECURITIES, INC. (NEW YORK NY)

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Licenses & Designations

BC

Issued 10/09/1997

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 09/25/1997

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for George Robert Grossmann.
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