Unclaimed
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.
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.
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.
1
2
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)
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
Active
Inactive
F
FINRA
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