Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert Claude Groves is a financial advisor with over 25 years of experience in the financial industry. He holds licenses to practice in 32 states. Robert is currently affiliated with SPC, a firm that specializes in financial planning, portfolio management, and investment advisory services. Robert has worked at several other firms including Wells Fargo Advisors, Wells Fargo Clearing Services, Prudential Securities Incorporated, Paine Webber Incorporated, and Olde Discount Corporation. He is passionate about helping clients achieve their financial goals. He has a strong track record of success and a commitment to providing exceptional service.
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.
Consultation 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.
Seminar attendance fees
1
2
MI
02/01/2024 - Present
SPC (ANN ARBOR MI)
MI
07/01/2003 - 10/10/2022
WELLS FARGO CLEARING SERVICES, LLC (BIRMINGHAM MI)
NY
06/14/1999 - 07/01/2003
PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)
NJ
08/24/1998 - 06/22/1999
PAINEWEBBER INCORPORATED (WEEHAWKEN NJ)
MI
06/28/1996 - 12/10/1996
OLDE DISCOUNT CORPORATION (DETROIT MI)
IA
Issued 10/30/1998
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/01/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/02/2004
Series 31 - Futures Managed Funds Examination
BC
Issued 09/24/1996
Series 7 - General Securities Representative Examination
BC
Issued 06/26/1996
Series 52 - Municipal Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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