Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Ines? Claim Your ProfileInes Ross is a financial advisor with Wells Fargo Clearing Services, LLC. Ines has been in the industry since 2002 and is registered with FINRA and the states of Florida and Georgia. Prior to joining Wells Fargo, Ines was employed with BANC OF AMERICA INVESTMENT SERVICES, INC. Ines is a registered representative who specializes in investment consulting services to institutional clients, financial planning, pension consulting, selection of other advisers, and portfolio management for individuals and businesses. Ines is committed to providing her clients with the highest quality of service and advice.
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.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
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.
Investment consulting services to institutional clients
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
FL
08/21/2013 - Present
Wells Fargo Clearing Services, LLC (TARPON SPRINGS FL)
FL
10/07/2002 - 01/13/2009
BANC OF AMERICA INVESTMENT SERVICES, INC. (FT. LAUDERDALE FL)
BOTH
Issued 08/14/2013
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/23/2002
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/11/2009
Series 7 - General Securities Representative Examination
BC
Issued 10/04/2002
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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