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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Mary grace? Claim Your ProfileMary grace Musuneggi is a financial advisor with Grove Point Advisors, LLC. Mary grace has been in the industry for over 40 years and holds a variety of licenses and certifications. Mary grace specializes in providing financial planning, portfolio management, and other investment-related services. Mary grace has experience working with high-net-worth individuals, corporations, charitable organizations, and pension and profit-sharing plans. Mary grace also has experience in insurance sales and public speaking. Mary grace is dedicated to helping clients reach their financial goals.
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.
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
MD
04/01/2021 - Present
Grove Point Advisors, LLC (ROCKVILLE MD)
IA
12/16/2003 - 09/15/2004
PRINCOR FINANCIAL SERVICES CORPORATION (DES MOINES IA)
MD
09/01/2004 - 09/02/2004
H. BECK, INC. (ROCKVILLE MD)
MA
12/18/1981 - 12/02/2003
VERAVEST INVESTMENTS, INC. (WORCESTER MA)
IA
Issued 09/11/1995
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/19/1982
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/30/2000
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/13/1991
Series 7 - General Securities Representative Examination
BC
Issued 09/03/1987
Series 22 - Direct Participation Programs Representative Examination
BC
Issued 12/14/1981
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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