Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael David Ross is an investment professional with over 27 years of experience. Michael has been registered with Prospera Financial Services, Inc. since January 2024. Michael has a proven track record of success in the financial services industry and a commitment to providing clients with personalized advice and guidance. Michael is licensed to provide investment advice in 31 states and Washington, D.C., and has a Series 63, 65, 7, and SIE licenses. Michael's previous roles included positions at LPL FINANCIAL LLC, INVEST FINANCIAL CORPORATION, and COMPREHENSIVE ASSET MANAGEMENT AND SERVICING, INC.. Michael is also a Registered Representative for Prospera Financial Services, Inc..
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.
Earned based on transactions or products sold.
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.
Percentage of assets under review
1
2
PA
01/02/2024 - Present
Prospera Financial Services, Inc. (Harrisburg PA)
PA
02/14/2018 - 01/22/2024
LPL FINANCIAL LLC (PALMYRA PA)
PA
07/21/2009 - 02/14/2018
INVEST FINANCIAL CORPORATION (HUMMELSTOWN PA)
NJ
12/20/2001 - 01/02/2009
COMPREHENSIVE ASSET MANAGEMENT AND SERVICING, INC. (ROCKAWAY NJ)
IN
05/30/1996 - 12/21/2001
JEFFERSON PILOT SECURITIES CORPORATION (FORT WAYNE IN)
IA
Issued 01/03/2011
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/19/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/29/1996
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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