Zev Grossman

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

MY PAST EXPERIENCE CAN HELP YOU PLAN FOR YOUR FUTURE SUCCESS:

I joined Equitable Advisors,LLC in 2001 after a long and successful career with some of the most prestigious firms on Wall Street. At Salomon Brothers and at Deutsche Bank, I was a senior equity research analyst. I spent years guiding and advising money managers from the world's largest investment houses on stock selection and investment strategies within my specialty area -- the energy industry. Prior to going to the "Street", I worked for fifteen years as a manager and an economist with two Fortune 500 Energy companies.

Training and education are also critically important. In addition to a Masters from Duke and an MBA from the University of Houston, I have my Series 7, 63 and 65 registrations from FINRA. I am fully licensed to sell Life and Health Insurance as well. Equitable Advisors also provides continuous training to help me keep up with the latest product and service innovations.

I have been awarded the title of Retirement Planning Specialist by Equitable Advisors,LLC based on the receipt of a Wharton Certificate in Retirement Planning.

What this means for my clients is that I have the experience and background needed to help them through the tough decisions - the ones that affect their financial security, their retirement, their children's education and their legacy.

FROM SATISFIED CLIENT TO SAVVY PROFESSIONAL:

My decision to associate myself with Equitable Advisors,LLC was an easy one. You see, I was a highly satisfied Equitable Advisors,LLC client for a number of years before coming to work at the firm. I joined the company in order to bring its integrated investment and risk management approach to my clients.

 

Retirement Planning Specialist title awarded by Equitable Advisors, based upon receipt of a Certificate in Retirement Planning from the Wharton School of the University of Pennsylvania.

Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck