Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Grover? Claim Your ProfileGrover Edward Stults is a financial advisor with over 20 years of experience in the industry. Currently, Grover is a registered representative of Avantax Advisory Services, where he is licensed to provide advisory services to individuals and businesses in Pennsylvania, Florida, and New Jersey. Grover offers financial planning, portfolio management, and pension consulting services. He also provides educational seminars and helps clients select other advisors when needed. Previously, Grover worked for NYLIFE Securities LLC, The Leaders Group, Inc., Raymond James Financial Services, Inc., and H.D. Vest Investment Services.
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.
Solicitor referral services to third-party investment managers; participant enrollment meetings
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.
Solicitor fees
1
2
PA
09/29/2010 - Present
Avantax Advisory Services (NEW HOPE PA)
PA
04/04/2008 - 10/18/2010
NYLIFE SECURITIES LLC (NEW HOPE PA)
CO
09/27/2005 - 12/31/2007
THE LEADERS GROUP, INC. (LITTLETON CO)
FL
09/28/2001 - 08/06/2004
RAYMOND JAMES FINANCIAL SERVICES, INC. (ST. PETERSBURG FL)
TX
10/13/1995 - 10/16/2001
H.D. VEST INVESTMENT SERVICES (DALLAS TX)
BC
Issued 10/11/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/12/1997
Series 7 - General Securities Representative Examination
BC
Issued 10/11/1995
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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