Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Donald? Claim Your ProfileDonald Ogden Ross is a Managing Director at Wainwright Investment Counsel LLC and is a registered representative with the firm. Donald has been in the financial industry since June 21, 1984. Donald is currently registered in Colorado, Florida, Massachusetts, and Rhode Island. Donald also maintains outside business with various organizations, including a chairmanship with Stuart Land & Cattle Co of Virginia, a trustee emeritus role with the Newport Preservation Society, and is a trustee/co-trustee for five trusts.
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.
Bespoke advisory and consult, solicit fees
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.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
Bespoke advisory and consulting services
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2
MA
02/28/2024 - Present
Wainwright Investment Counsel LLC (BOSTON MA)
NY
02/27/1996 - 08/22/2002
H.C. WAINWRIGHT & CO., INC. (NEW YORK NY)
MA
10/08/1992 - 03/01/1995
FIS SECURITIES, INC. (BOSTON MA)
NY
07/27/1981 - 11/08/1990
SMITH BARNEY, HARRIS UPHAM & CO., INCORPORATED (NEW YORK NY)
IA
Issued 04/15/1996
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/26/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/24/1978
Series 40 - Registered Principal Examination
BC
Issued 01/02/2023
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/25/1971
Series 1 - Registered Representative Examination
Active
Inactive
F
FINRA
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