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Katherine Marie Groce

Prostatis Financial Advisors Group

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About Katherine Marie Groce

Katherine Groce is a financial advisor with Prostatis Financial Advisors Group in Hanover, Maryland. Katherine has been in the financial services industry for over 10 years and has a proven track record of success. She is committed to helping her clients achieve their financial goals. She has a deep understanding of the financial markets and a strong commitment to providing personalized financial advice.

Firm Information

Katherine Groce is currently registered with Prostatis Financial Advisors Group. Prostatis Financial Advisors Group is an investment advisory firm headquartered in HANOVER, MD, with 19 employees and a team of 14 investment advisory representatives. They manage approximately $405 million in client assets, with a focus on portfolio management for individuals and financial planning services. Prostatis Financial Advisors Group serves a wide range of clients, including high-net-worth individuals and individuals other than high-net-worth.
Prostatis Financial Advisors Group

7580 BUCKINGHAM BLVD, SUITE 180

HANOVER, MD 21076

$405.00M

Assets Under Management

278

Total Clients

15

Total Financial Advisors

Services Offered

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.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

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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percentage of assets

A percentage of the total value of assets under management is charged.

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Katherine Groce’s Registration & Firm History

MD

06/14/2024 - Present

Prostatis Financial Advisors Group (Hanover MD)

FL

10/14/2019 - 02/04/2020

PEAK BROKERAGE SERVICES, LLC (JUPITER FL)

MD

03/23/2015 - 06/25/2019

TAYLOR CAPITAL MANAGEMENT INC. (Hanover MD)

MD

11/22/2013 - 04/07/2014

NATIONAL SECURITIES CORPORATION (GLEN BURNIE MD)

MD

04/12/2012 - 11/22/2013

PRIME CAPITAL SERVICES, INC. (GLEN BURNIE MD)

MD

08/31/2011 - 03/13/2012

NYLIFE SECURITIES LLC (ANNAPOLIS MD)

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Licenses & Designations

BOTH

Issued 09/27/2013

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 06/26/2012

Series 7 - General Securities Representative Examination

BC

Issued 08/30/2011

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Katherine Marie Groce.
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