Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert Ross has been in the financial services industry since 2005. Robert is currently registered with The Retirement Guys Formula as an Investment Advisor Representative and holds Series 6, 7 and SIE licenses. Robert has previous experience as an Investment Advisor Representative with Ameritas Investment Company, LLC and VOYA Financial Advisors, Inc. Robert's specializations include retirement planning, college savings, and estate planning. Robert is dedicated to providing personalized financial advice to help his 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.
Helps you choose top advisors aligned with your financial goals.
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.
A percentage of the total value of assets under management is charged.
Share in the fee paid to third party advisers
1
2
OH
08/01/2023 - Present
THE Retirement Guys Formula (MAUMEE OH)
OH
09/04/2019 - 06/23/2023
AMERITAS INVESTMENT COMPANY, LLC (Toledo OH)
OH
05/04/2012 - 08/27/2019
VOYA FINANCIAL ADVISORS, INC. (HOLLAND OH)
OH
08/02/2006 - 05/24/2012
AMERITAS INVESTMENT CORP. (PERRYSBURG OH)
AZ
12/07/1999 - 05/23/2001
ROYAL ALLIANCE ASSOCIATES, INC. (SCOTTSDALE AZ)
BC
Issued 05/11/2012
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/09/2009
Series 7 - General Securities Representative Examination
BC
Issued 07/31/2006
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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