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 advisor in Lafayette Hill, Pennsylvania with over 35 years of experience in the financial services industry. Michael has a strong background in financial planning and portfolio management, and is dedicated to helping clients achieve their financial goals. Michael is a Certified Financial Planner® professional. Michael is currently registered with Cetera Investment Advisers LLC. In the past, Michael has been registered with VOYA FINANCIAL ADVISORS, INC., INTERSECURITIES, INC., PEB FINANCIAL GROUP, INC., PW SECURITIES, INC., ILG SECURITIES CORPORATION, WADDELL & REED, INC. and NORTH AMERICAN INVESTMENT CORP.. Michael is a member of the Colonial Business Association and is also a treasurer for the Fritz Lodge #308.
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.
Guidance on pension options to ensure a secure financial future.
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
PA
06/29/2023 - Present
Cetera Investment Advisers LLC (LAFAYETTE HILL PA)
PA
12/04/2007 - 06/09/2021
VOYA FINANCIAL ADVISORS, INC. (EAST NORRITON PA)
PA
04/01/1991 - 12/17/2007
INTERSECURITIES, INC. (CONSHOHOCKEN PA)
IL
11/04/1985 - 09/09/1992
PEB FINANCIAL GROUP, INC. (CHICAGO IL)
NA
01/02/1991 - 04/01/1991
PW SECURITIES, INC.
MO
07/16/1985 - 12/24/1990
ILG SECURITIES CORPORATION (KANSAS CITY MO)
NA
09/12/1984 - 06/26/1985
PW SECURITIES, INC.
NA
03/06/1984 - 09/05/1984
WADDELL & REED, INC.
NA
02/27/1984 - 03/07/1984
NORTH AMERICAN INVESTMENT CORP.
BC
Issued 10/16/1989
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/16/1993
Series 7 - General Securities Representative Examination
BC
Issued 02/24/1984
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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