Unclaimed
Justin Grossman is an investment advisor representative associated with Prosperity Capital Advisors. Justin has been in the financial industry for over 6 years and holds several licenses including Series 6, 7, 63, 65 and SIE. Justin's previous experience includes working at Equitable Advisors, LLC, Pruco Securities, LLC, Cambridge Investment Research, Inc., and Northwestern Mutual Investment Services, LLC. Justin Grossman provides a variety of services including financial planning, educational seminars, and portfolio management for individuals and businesses. Justin is committed to helping clients reach their financial goals.
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.
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.
1
2
OH
12/09/2021 - Present
Prosperity Capital Advisors (AVON OH)
OH
04/27/2021 - 11/19/2021
EQUITABLE ADVISORS, LLC (AKRON OH)
OH
11/26/2018 - 05/03/2021
PRUCO SECURITIES, LLC. (Mayfield Heights OH)
OH
07/07/2017 - 12/11/2018
CAMBRIDGE INVESTMENT RESEARCH, INC. (PEPPER PIKE OH)
OH
11/23/2015 - 01/21/2016
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (Columbus OH)
BC
Issued 10/26/2017
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 08/23/2017
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/31/2021
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/23/2015
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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