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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Brian? Claim Your ProfileBrian Groh is a financial advisor with J. W. Cole Advisors, Inc., a firm that provides a wide range of advisory services, including financial planning, educational seminars, portfolio management for businesses and individuals, and selection of other advisors. Brian has been in the financial industry since 1994 and holds several licenses and certifications, including Series 7, 63 and 66. Brian is registered with the state of Florida as an Investment Advisor Representative (IAR) and has been working for J.W. Cole Advisors, Inc. since 2011.
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.
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.
Hourly & fixed rate consulting
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.
A percentage of the total value of assets under management is charged.
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2
FL
08/24/2011 - Present
J. W. Cole Advisors, Inc. (TAMPA FL)
FL
06/29/2011 - 07/22/2011
LPL FINANCIAL LLC (SATELLITE BEACH FL)
FL
08/30/2007 - 07/01/2011
EDWARD JONES (INDIAN HARBOUR BEACH FL)
TX
02/04/1998 - 06/29/1998
CORNERSTONE SECURITIES CORPORATION (AUSTIN TX)
NY
06/04/1996 - 01/21/1998
FIRST NEW YORK SECURITIES L.L.C. (NEW YORK NY)
NY
10/13/1995 - 11/16/1995
TRIMARK SECURITIES, L.P. (PURCHASE NY)
CO
06/15/1994 - 08/02/1994
CHATFIELD DEAN & CO., INC. (GREENWOOD VILLAGE CO)
BOTH
Issued 09/13/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 06/17/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/29/2007
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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