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Anita Lynn Groves

United Brokerage Services, Inc.

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About Anita Lynn Groves

Anita Groves is a licensed securities professional with experience in the financial industry since 2012. Anita is registered with the state of West Virginia and is currently affiliated with United Brokerage Services, Inc. Anita holds the Series 6 and Series 63 licenses, as well as the SIE exam. Anita has previously held positions at KEY INVESTMENT SERVICES LLC. Anita specializes in providing investment advice to individuals and businesses.

Firm Information

Anita Groves is currently registered with United Brokerage Services, Inc.. United Brokerage Services, Inc. is a corporation formed in 1995 and headquartered in Parkersburg, West Virginia. The firm is registered with the SEC and in 46 states. They offer a variety of advisory services including portfolio management for individuals and businesses, and selection of other advisers. They also participate in wrap fee programs. The firm has over 249 million in regulatory assets under management for 790 accounts. They primarily serve high-net-worth individuals and individuals other than high-net-worth.
United Brokerage Services, Inc.

514 MARKET STREET

PARKERSBURG, WV 26101

$249.75M

Assets Under Management

1,751

Total Clients

64

Total Financial Advisors

Services Offered

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.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

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.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Anita Groves’s Registration & Firm History

WV

08/03/2015 - Present

United Brokerage Services, Inc. (SUMMERSVILLE WV)

WA

02/07/2012 - 06/04/2015

KEY INVESTMENT SERVICES LLC (VANCOUVER WA)

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Licenses & Designations

BC

Issued 04/05/2012

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 01/28/2012

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Anita Lynn Groves.
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