Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jeff? Claim Your ProfileJeff Kent Ross is a financial advisor with over 30 years of experience in the industry. Jeff has a strong background in securities and investment advisory services. Jeff has a wide range of experience in financial planning and portfolio management. Jeff is currently registered with IHT Wealth Management LLC. Jeff is also registered as an Investment Advisor Representative (IAR) with IHT Wealth Management LLC. Previously, Jeff was registered with National Planning Corporation, Commonwealth Financial Network and Securian Financial Services, Inc. Jeff is a Chartered Financial Consultant and has earned the Series 6, 7, 63, and 66 licenses, as well as the SIE designation. Jeff works with individual clients, businesses, pension and profit-sharing plans, charitable organizations, and other investment advisors.
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.
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.
Financial planning fees
1
2
IL
07/06/2020 - Present
IHT Wealth Management LLC (CHICAGO IL)
MI
01/03/2017 - 11/29/2017
NATIONAL PLANNING CORPORATION (KALAMAZOO MI)
MI
08/14/2003 - 12/31/2016
COMMONWEALTH FINANCIAL NETWORK (KALAMAZOO MI)
MN
09/17/1991 - 08/21/2003
SECURIAN FINANCIAL SERVICES, INC. (ST. PAUL MN)
MN
07/18/1988 - 03/01/1991
MIMLIC SALES CORPORATION (ST. PAUL MN)
NA
11/17/1987 - 07/08/1988
METLIFE SECURITIES INC.
NA
11/17/1987 - 07/08/1988
METROPOLITAN LIFE INSURANCE COMPANY
BOTH
Issued 05/16/2003
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/16/1987
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/12/2003
Series 7 - General Securities Representative Examination
BC
Issued 11/16/1987
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Jeff Ross is the right advisor for you? Invested Better is here to help.
