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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Trinity? Claim Your ProfileTrinity Elaine Grall has over 20 years of experience in the financial services industry. Trinity is currently registered with Grove Point Advisors, LLC and is licensed in Maryland. Trinity has a strong background in providing financial planning and investment management services to individuals, high-net-worth individuals, and businesses. Trinity also holds a variety of licenses and certifications, including Series 7, Series 6, Series 24, Series 26, Series 51, and Series 66. Trinity has a proven track record of success in helping clients achieve their financial goals. Trinity specializes in working with clients who are seeking to plan for retirement, save for college, and manage their investments. Trinity is committed to providing her clients with personalized service and tailored solutions.
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.
1
2
MD
01/01/2025 - Present
Grove Point Advisors, LLC (Rockville MD)
MD
09/08/2021 - 07/06/2022
COMMONWEALTH FINANCIAL NETWORK (Rockville MD)
MD
03/02/2021 - 09/09/2021
GROVE POINT INVESTMENTS, LLC (ROCKVILLE MD)
MD
03/30/1999 - 11/15/2019
H. BECK, INC. (Rockville MD)
BOTH
Issued 08/29/2002
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/01/2003
Series 51 - Municipal Fund Securities Principal Examination
BC
Issued 05/23/2002
Series 24 - General Securities Principal Examination
BC
Issued 04/16/1999
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/17/2002
Series 7 - General Securities Representative Examination
BC
Issued 02/19/1999
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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