Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Christa? Claim Your ProfileChrista Ross has been in the financial services industry since 1996. She is currently registered with Merrill Lynch, Pierce, Fenner & Smith Inc. in Georgia. Previously, she was registered with BANC OF AMERICA INVESTMENT SERVICES, INC., QUICK & REILLY, INC., MORGAN STANLEY DW INC. and WHEAT, FIRST SECURITIES, INC. Christa Ross has passed the Series 3, 7, 10, 24, 63, 65, and SIE exams and holds several registrations. Christa Ross offers a variety of financial services including portfolio management, investment advisory, financial planning, and pension consulting.
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.
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.
Performance measurement reports, allocation modeling, ips, research reports and services, see schedule d
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.
1
2
GA
10/23/2009 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (ALPHARETTA GA)
GA
10/20/2004 - 10/23/2009
BANC OF AMERICA INVESTMENT SERVICES, INC. (ALPHARETTA GA)
NY
02/07/2003 - 10/20/2004
QUICK & REILLY, INC. (NEW YORK NY)
NY
10/06/1997 - 07/23/2002
MORGAN STANLEY DW INC. (PURCHASE NY)
NC
09/05/1995 - 09/08/1997
WHEAT, FIRST SECURITIES, INC. (CHARLOTTE NC)
IA
Issued 08/08/2001
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/21/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 01/02/2023
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 08/17/2004
Series 24 - General Securities Principal Examination
BC
Issued 07/17/1998
Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/09/2002
Series 3 - National Commodity Futures Examination
BC
Issued 09/01/1995
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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