Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Richard? Claim Your ProfileRichard Melton Ross has been in the financial industry since 2004. Richard is a registered representative of Avantax Investment Services, Inc. and an Investment Advisor Representative of Avantax Advisory Services. Richard is licensed to provide securities and advisory services in Alabama, Arkansas, Florida, Georgia, North Carolina. Richard has a Series 7, Series 66 and SIE license. Richard's firm, Avantax Advisory Services, is a registered investment advisor with the Securities and Exchange Commission (SEC). Richard's main area of expertise is in providing financial planning and portfolio management services to individuals, businesses and retirement plans.
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
GA
05/30/2006 - Present
Avantax Advisory Services (Kennesaw GA)
BOTH
Issued 11/24/2003
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/10/2004
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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