Michael Neil Grossman

Current Employers

Employment History

• 10/1984 → Present
  Mtn Financial Advisors
  East Norriton, PA
• 12/2007 → 09/2017
  Financial Independence Planning, Llc
  East Norriton, PA
• 09/2014 → 06/2021
  Voya Financial Advisors
  East Norriton, PA
• 06/2021 → Present
  Cetera Wealth Services, Llc
  El Segundo, CA
• 06/2023 → Present
  Cetera Investment Advisers Llc
  Schaumburg, IL

Previous Registrations

• 2007-12-11 → 2021-06-09
  Voya Financial Advisors, Inc.
  Lansdale, PA
  Conshohocken, PA
  East Norriton, PA
  East Norriton, PA
  Lansdale, PA
• 2007-12-11 → 2007-12-17
  Transamerica Financial Advisors, Llc
  Conshohocken, PA
  Conshohocken, PA
  Richmond, VA

Other Businesses

1. NAME OF ENTITY:MTN Financial Advisors; Yes; 2006 DEKALB PIKE STE 201; EAST NORRITON; PA; 19401; Tax Preperation, Fixed Insurace, Securities and Investment Advisory Services and Financial Planning; Owner; 1/1/1985; 40; 25; Providing these dservices to my clients. 2. NAME OF ENTITY: Independent Insurance Agent; Yes; 2006 DEKALB PIKE STE 201; East Norriton; PA; 19401; Fixed Insurance Sales; Independent Insurance Agent; 7/30/2018; 8; 8; Sales of Fixed Insurance Products 3. NAME OF ENTITY:Fritz Lodge #308; No; 8 FAYETTE STREET; CONSHOHOCKEN; PA; 19428; masonic lodge; treasurer; 1/1/2002; 12; 12; treasurer--pay bills and give reports on bills approved by members| 4. NAME OF OTHER BUSINESS: GROSSMANS GARAGE SELLS; INVESTMENT RELATED: NO; ADDRESS: SAME AS RESIDENTIAL LOCATION; NATURE OF BUSINESS: SALES; START DATE: 7/2025; POSITION/TITLE/RELATIONSHIP: OWNER; APX NUMBER OF HOURS PER WEEK: 5; APX NUMBER OF HOURS DURING TRADING HOURS: 0; BRIEF DESCRIPTION OF DUTIES: TO PROCESS PERSONAL ITEMS FOR SALE. ONCE SOLD PACKAGE AND SHIP ITEMS;

Exams

• S63 Uniform Securities Agent State Law Examination
  1989-10-16

Designations

Other Names

• Mike Grossman