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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert Grossman is a financial advisor with over 38 years of experience in the industry. Robert has a wide range of experience and has worked at several firms including Smith Barney Inc., Prudential Securities Incorporated, and United Planners' Financial Services of America. Robert is currently registered with Osaic FA, Inc. and is licensed to provide securities and investment advisory services in New Jersey.
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.
Retirement plan consulting services provided on a limited basis.
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.
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2
NJ
06/06/2022 - Present
Osaic FA, Inc. (CHERRY HILL NJ)
PA
03/07/1995 - 06/07/2022
UNITED PLANNERS' FINANCIAL SERVICES OF AMERICA A LIMITED PARTNER (DOYLESTOWN PA)
NY
04/19/1991 - 03/17/1995
SMITH BARNEY INC. (NEW YORK NY)
NY
02/24/1984 - 04/24/1991
PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)
BC
Issued 02/23/1984
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/30/2009
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/16/1984
Series 3 - National Commodity Futures Examination
BC
Issued 02/18/1984
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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