Unclaimed
Michael Scott Ross is a financial advisor with over 25 years of experience. Michael is currently registered with Wealth Enhancement Advisory Services, LLC as an Investment Advisor Representative. Michael has a broad range of experience and is able to provide financial advice to a variety of clients, including individuals, families, businesses, and institutions. Michael is committed to providing personalized financial advice that helps clients achieve their financial goals.
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.
Personalized portfolio management to meet individual financial objectives.
Erisa 3(38) investment manager
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.
Fees received from third party investment advisors
1
2
MN
11/02/2021 - Present
Wealth Enhancement Advisory Services, LLC (PLYMOUTH MN)
GA
10/07/1997 - 11/10/2021
THE LEADERS GROUP, INC. (Alpharetta GA)
PA
04/02/1996 - 10/03/1997
CIGNA FINANCIAL ADVISORS,INC. (RADNOR PA)
IA
Issued 09/02/1997
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/13/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/01/1996
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Michael Ross is the right advisor for you? Invested Better is here to help.