Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Patti? Claim Your ProfilePatti Grooms is a financial advisor who has been in the industry since April 2, 1997. She is currently registered with State Farm VP Management Corp. in Greenville, South Carolina. Patti has passed the Series 6, Series 7, and Series 63 exams. She has been registered with the state of South Carolina since February 1, 2001. Prior to joining State Farm VP Management Corp., Patti worked for The Stuart-James Company, Incorporated.
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.
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.
1
2
SC
08/30/1999 - Present
State Farm VP Management Corp. (GREENVILLE SC)
NA
08/01/1989 - 12/15/1989
THE STUART-JAMES COMPANY, INCORPORATED
CO
07/21/1987 - 12/15/1989
THE STUART-JAMES COMPANY, INCORPORATED (DENVER CO)
BC
Issued 08/29/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/27/1999
Series 6 - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 07/18/1987
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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