Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you William? Claim Your ProfileWilliam Grossman is a financial advisor with over 30 years of experience in the financial services industry. William is currently registered with Creative Financial Designs, Inc. and is also the owner of Grossman Financial Planning, Inc. William is a Certified Financial Planner® and holds Series 6, 7, 24, 51, 63, and 65 securities licenses. William's specializations include financial planning, investment management, and educational seminars.
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.
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.
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2
IN
06/05/2023 - Present
Creative Financial Designs, Inc. (KOKOMO IN)
NE
11/27/2017 - 05/31/2023
WOODBURY FINANCIAL SERVICES, INC. (LINCOLN NE)
NE
10/29/1996 - 11/27/2017
SII INVESTMENTS, INC. (LINCOLN NE)
CA
06/03/1993 - 11/06/1996
TRANSAMERICA FINANCIAL RESOURCES, INC. (LOS ANGELES CA)
IA
Issued 11/02/1994
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/02/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/25/2003
Series 51 - Municipal Fund Securities Principal Examination
BC
Issued 05/12/1997
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/15/1994
Series 7 - General Securities Representative Examination
BC
Issued 06/02/1993
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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