Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Velvet? Claim Your ProfileVelvet Lillette Groves is a registered representative with Oppenheimer & Co. Inc. based in Richmond, Virginia. Velvet is a financial professional with over 18 years of experience in the industry. Velvet is licensed to provide financial services in multiple states and holds several industry designations. Velvet has a strong track record of helping clients achieve their financial goals. Previously, Velvet has worked with NYLIFE Securities LLC, WELLS FARGO CLEARING SERVICES, LLC and WELLS FARGO ADVISORS, LLC.
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.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
1
2
VA
12/06/2022 - Present
Oppenheimer & Co. Inc. (RICHMOND VA)
VA
09/20/2021 - 11/23/2022
NYLIFE SECURITIES LLC (GLEN ALLEN VA)
VA
09/09/2020 - 03/04/2021
WELLS FARGO CLEARING SERVICES, LLC (VIRGINIA BEACH VA)
VA
09/24/2014 - 01/22/2020
WELLS FARGO CLEARING SERVICES, LLC (RICHMOND VA)
MO
03/26/2014 - 06/27/2014
WELLS FARGO ADVISORS, LLC (ST. LOUIS MO)
MO
06/13/2003 - 06/27/2014
FIRST CLEARING, LLC (ST. LOUIS MO)
BC
Issued 12/13/2004
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/11/2018
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 01/26/2018
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/11/2003
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
Nasdaq ISE, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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