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Joshua E Grossberg

Flourish Financial LLC

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About Joshua E Grossberg

Joshua E Grossberg is a financial advisor with Flourish Financial LLC. Joshua is licensed to offer investment advice in 53 states and is Series 7, 63, 66 and SIE licensed. Joshua has been in the financial services industry since August 20, 2019. Prior to joining Flourish Financial LLC, Joshua worked at LORD ABBETT DISTRIBUTOR LLC from August 18, 2015 to July 1, 2019.

Firm Information

Joshua Grossberg is currently registered with Flourish Financial LLC. Flourish Financial LLC is a Limited Liability Company formed on November 3, 2017. They are registered to provide services in all 50 states, as well as the District of Columbia, Puerto Rico and the Virgin Islands. They have also been approved for SEC registration.

Not reported

Assets Under Management

Not reported

Total Clients

18

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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Joshua Grossberg’s Registration & Firm History

NY

07/05/2023 - Present

Flourish Financial LLC (New York NY)

NJ

08/18/2015 - 07/01/2019

LORD ABBETT DISTRIBUTOR LLC (JERSEY CITY NJ)

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Licenses & Designations

BC

Issued 05/18/2023

Series 63 - Uniform Securities Agent State Law Examination

BOTH

Issued 11/14/2015

Series 66 - Uniform Combined State Law Examination

BC

Issued 07/05/2023

SIE - Securities Industry Essentials Examination

BC

Issued 07/05/2023

Series 7TO - General Securities Representative Examination

BC

Issued 08/18/2015

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Joshua E Grossberg.
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