Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Zev? Claim Your ProfileZev Nathaniel Grossman is an investment advisor representative who has been working in the industry since 1998. Zev is currently registered with Equitable Advisors, LLC and has previous experience with Deutsche Bank Securities Inc., NatWest Securities Corporation, and Salomon Brothers Inc. Zev is licensed in several states including California, Connecticut, Florida, New Jersey, New York, Ohio, Oregon, Pennsylvania, and Virginia. Zev is a Series 7 and Series 63 holder and has passed the SIE and Series 65 exams. Zev has a strong background in financial planning and portfolio management, as well as experience in pension consulting and educational seminars. Zev specializes in working with individuals, businesses, pension plans, and charitable organizations.
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.
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2
NY
10/24/2017 - Present
Equitable Advisors, LLC (NEW YORK NY)
NY
05/20/1998 - 10/21/1999
DEUTSCHE BANK SECURITIES INC. (NEW YORK NY)
NY
10/23/1997 - 02/02/1998
NATWEST SECURITIES CORPORATION (NEW YORK NY)
NY
05/20/1996 - 10/17/1997
SALOMON BROTHERS INC. (NEW YORK NY)
IA
Issued 06/27/2001
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/07/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/16/1996
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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