Unclaimed
Becky Groves is a financial advisor with over 30 years of experience in the financial services industry. Becky has worked with Moloney Securities Asset Management LLC since December 2016. Prior to that, Becky was with Moloney Securities Co., Inc. in various roles since June 2002. Becky holds the Series 7, 24, 63 and 65 licenses and is registered with the state of Missouri. Becky specializes in providing financial planning, portfolio management, and investment advice to a wide range of clients, including individuals, businesses, 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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
MO
12/09/2016 - Present
Moloney Securities Asset Management LLC (MANCHESTER MO)
MO
07/19/2002 - 02/19/2003
MOLONEY SECURITIES CO., INC. (MANCHESTER MO)
MO
01/14/2000 - 07/25/2002
WACHOVIA SECURITIES, INC. (ST. LOUIS MO)
CA
11/14/1996 - 12/31/1999
WALNUT STREET SECURITIES, INC. (EL SEGUNDO CA)
MO
06/04/1996 - 11/14/1996
FFP SECURITIES, INC. (CHESTERFIELD MO)
MO
01/23/1996 - 05/06/1996
CORPORATE SECURITIES GROUP, INC. (ST. LOUIS MO)
CA
09/03/1991 - 12/31/1995
WALNUT STREET SECURITIES, INC. (EL SEGUNDO CA)
IA
Issued 02/02/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/06/1991
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/26/2010
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/30/1991
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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