Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you William? Claim Your ProfileWilliam T Grove is a financial advisor at UBS Financial Services Inc. William has been working in the financial industry since 1984 and has a broad range of experience in various aspects of financial services. William is registered with the state of Florida and holds a number of licenses and certifications, including Series 7, Series 8, Series 9, Series 10, Series 4, Series 63 and Series 65. William's previous employers include McDonald Investments Inc. and The Ohio Company. William specializes in working with individuals, businesses, corporations, charitable organizations, insurance companies, pension and profit-sharing plans and high-net-worth individuals.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
See schedule d - miscellaneous
1
2
OH
02/09/2007 - Present
UBS Financial Services Inc. (COLUMBUS OH)
OH
10/02/1992 - 02/09/2007
MCDONALD INVESTMENTS INC. (DUBLIN OH)
CT
07/27/1987 - 10/19/1992
ADVEST, INC. (HARTFORD CT)
NA
12/21/1984 - 07/29/1987
THE OHIO COMPANY
IA
Issued 06/19/1998
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/07/1985
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 01/02/2023
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 01/02/2023
Series 4 - Registered Options Principal Examination
BC
Issued 12/07/1988
Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/15/1984
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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