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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jeffrey? Claim Your ProfileJeffrey Michael Ross is a financial advisor with Avantax Advisory Services. Jeffrey Ross is registered with the state of California and Nevada to provide investment advisory services, and is also registered with the state of Oregon to provide investment advice. Jeffrey Ross has been in the financial services industry since November 1998. Jeffrey Ross holds the Series 6, 7, and 66 licenses, and the SIE Exam.
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.
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.
Solicitor referral services to third-party investment managers; participant enrollment meetings
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.
Solicitor fees
1
2
CA
10/25/2019 - Present
Avantax Advisory Services (CHICO CA)
CA
05/12/2004 - 10/25/2019
1ST GLOBAL CAPITAL CORP. (CHICO CA)
TX
11/03/1998 - 05/21/2004
H.D. VEST INVESTMENT SERVICES (DALLAS TX)
BOTH
Issued 11/13/2006
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/21/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/05/2006
Series 7 - General Securities Representative Examination
BC
Issued 10/21/1998
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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