Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you John? Claim Your ProfileJohn Richard Ross is an investment advisor representative who has been in the industry since June 27, 2004. John is currently registered with Wells Fargo Advisors Financial Network, LLC, and has been with the firm since April 2021. Prior to that, John worked at Merrill Lynch, Pierce, Fenner & Smith Incorporated from March 2005 to April 2021. John is licensed in multiple states and holds the Series 66, Series 7 and SIE licenses. John is a co-trustee of his father's trust and also has a 25% ownership in Boland Family Farms LLC, a tree farm.
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.
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2
SC
04/15/2021 - Present
Wells Fargo Advisors Financial Network, LLC (GREENVILLE SC)
SC
04/21/2005 - 04/16/2021
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (GREENVILLE SC)
NY
06/08/2004 - 03/31/2005
AXA ADVISORS, LLC (NEW YORK NY)
BOTH
Issued 06/29/2004
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/07/2004
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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