Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Emily? Claim Your ProfileEmily Bailey Groves is a financial advisor with Frost Investment Services. Emily is a registered representative and investment advisor representative with the firm. She has been in the financial services industry since 2011. Emily holds Series 6, 7, and 63 licenses, as well as the SIE designation. She previously worked at J.P. Morgan Securities LLC and Chase Investment Services Corp. Emily provides financial planning and portfolio management services 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.
Comprehensive financial plans to help you achieve your personal and business 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.
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TX
01/27/2022 - Present
Frost Investment Services (SAN ANTONIO TX)
TX
10/01/2012 - 03/19/2015
J.P. MORGAN SECURITIES LLC (PLANO TX)
TX
05/10/2011 - 10/01/2012
CHASE INVESTMENT SERVICES CORP. (PLANO TX)
BC
Issued 05/18/2011
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/15/2015
Series 7 - General Securities Representative Examination
BC
Issued 05/09/2011
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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