Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael Grossman is a financial professional with over 7 years of experience in the industry. He is currently registered with Goldman Sachs & Co. LLC and has a Series 7, Series 55, Series 63, Series 79TO and SIE licenses. Prior to that, Michael Grossman was employed by Jefferies LLC. Michael Grossman has a proven track record of success in providing financial advice and investment management services to a wide range of clients, including individuals, corporations, and institutions.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
Execution charges, custody, management fee
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2
CA
08/26/2019 - Present
Goldman Sachs & Co. LLC (LOS ANGELES CA)
NY
07/30/2012 - 05/27/2016
JEFFERIES LLC (NEW YORK NY)
BC
Issued 07/30/2012
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/26/2019
Series 79TO - Investment Banking Registered Representative Examination
BC
Issued 05/27/2016
SIE - Securities Industry Essentials Examination
BC
Issued 09/27/2012
Series 55 - Limited Representative-Equity Trader Exam
BC
Issued 07/27/2012
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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