Unclaimed
Wilson Roberts Bounds is a financial advisor who is currently registered with Grove Point Investments, LLC. Wilson has been in the financial industry since July 16, 2010. Wilson holds the Series 6 and Series 63 licenses as well as the SIE exam. Previously, Wilson was registered with Nationwide Securities, LLC from July 16, 2010 to July 1, 2020. Wilson is licensed to sell securities in Maryland.
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.
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2
MD
06/30/2020 - Present
Grove Point Investments, LLC (Thurmont MD)
MD
07/16/2010 - 07/01/2020
NATIONWIDE SECURITIES, LLC (TANEYTOWN MD)
BC
Issued 07/23/2010
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/15/2010
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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