Katherine
Groce
Prostatis Financial Advisors Group
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About this Advisor
Katherine Groce is a financial advisor based in Hanover, Maryland, working with Prostatis Financial Advisors Group. Katherine has previously held positions at Prostatis Financial Advisors Group, LLC, Prostatis Financial Services Group, Taylor Capital Management Inc, and Peak Brokerage Services LLC. Katherine has passed the Series 66 regulatory exam and is registered to provide services in Maryland. Currently, Katherine is part of Prostatis Financial Advisors Group, which operates out of Hanover, Maryland. The firm has 8 offices and 14 employees. The firm manages assets totaling $405.0 million and serves high-net-worth clients. The services offered by the firm include financial planning services and portfolio management for individuals and small businesses. The fee structure at Prostatis Financial Advisors Group includes asset-based and hourly fees.
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Prostatis Financial Advisors Group Brokerage Details
$405,004,861
14
3,887
$104,195
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
Katherine Groce Work History
Peak Brokerage Services LLC
Prostatis Financial Advisors Group, LLC
Taylor Capital Management Inc
Prostatis Financial Services Group
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
Rodeo, CA
Hanover, MD
Melbourne, FL
Hanover, MD
Hanover, MD
Hanover, MD
Hanover, MD
Melbourne, FL
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