Unclaimed
Becky Kostad is a financial advisor with Grove Point Investments, LLC. Becky has been working in the financial industry since 1986. Becky has a Series 6 and SIE licenses and is registered in Montana and North Dakota. Becky's previous experience includes working at Woodbury Financial Services, Inc.
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.
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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2
ND
12/04/2009 - Present
Grove Point Investments, LLC (KENMARE ND)
ND
12/10/1986 - 11/30/2009
WOODBURY FINANCIAL SERVICES, INC. (KENMARE ND)
BC
Issued 12/06/1986
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/06/1986
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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