Katherine
Groce
Prostatis Financial Advisors Group
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About this Advisor
Katherine Groce is a financial advisor operating out of Hanover, Maryland. Groce is an advisor for Prostatis Financial Advisors Group. Throughout their career, Groce has worked at Prostatis Financial Advisors Group, LLC, Prime Capital Services, Inc, National Securities Corporation, Prostatis Financial Services Group, Taylor Capital Management Inc and Peak Brokerage Services LLC. Groce maintains a Series 66 license, designating them as both a securities agent and an investment advisor representative, and is registered to work in Maryland. Prostatis Financial Advisors Group is a business operating out of Hanover, MD. The company has offices in seven locations and a total of 12 people on staff. It oversees $311 million in assets between its 3,264 client accounts, placing it among the mid-sized firms in the nation by assets under management. Of its 3,264 accounts, just 1% are held by high-net-worth clients who have more than $1 million in investable assets. Prostatis Financial Advisors Group performs a few services, such as financial planning services and portfolio management for individuals and small businesses. A financial advisor's fee schedules usually are based on which service is offered. Fees billed by Prostatis Financial Advisors Group can include asset-based and hourly fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Prostatis Financial Advisors Group Brokerage Details
$310,856,247
12
3,264
$95,238
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
Katherine Groce Work History
Katherine has been registered as a financial advisor for 0 years.*
Peak Brokerage Services LLC
Prostatis Financial Advisors Group, LLC
Taylor Capital Management Inc
National Securities Corporation
Prime Capital Services, Inc
Prostatis Financial Services Group
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Katherine Groce to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Prostatis Financial Advisors Group
Hanover, MD
Hanover, MD
Hanover, MD
Hanover, MD
Hanover, MD
Hanover, MD
Melbourne, FL
Baton Rouge, LA
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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