Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Grover? Claim Your ProfileGrover McCarthy is an Investment Advisor Representative at Stonemark Wealth Management. Grover has been in the industry for over a decade and has a Series 7TO, Series 66 and SIE license. Grover specializes in financial planning, portfolio management for individuals and businesses, and selection of other advisors. Prior to joining Stonemark Wealth Management, Grover worked at Equitable Advisors, LLC.
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.
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.
Consulting services
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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CA
06/03/2021 - Present
Stonemark Wealth Management (PASADENA CA)
CA
12/02/2020 - 06/03/2021
EQUITABLE ADVISORS, LLC (LOS ANGELES CA)
BOTH
Issued 02/10/2021
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/02/2020
Series 7TO - General Securities Representative Examination
BC
Issued 08/14/2020
SIE - Securities Industry Essentials Examination
Active
Inactive
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