Unclaimed
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.
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.
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.
A percentage of the total value of assets under management is charged.
1
2
WV
08/03/2015 - Present
United Brokerage Services, Inc. (SUMMERSVILLE WV)
WA
02/07/2012 - 06/04/2015
KEY INVESTMENT SERVICES LLC (VANCOUVER WA)
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
Active
Inactive
F
FINRA
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