Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert Ray Ross has been in the financial services industry since August 1995. Robert is currently registered with LPL Financial LLC and has been registered with this firm since June 2014. Robert has previous experience with First Southeast Investor Services, Inc., UVEST Investment Services, FISERV Investor Services, Inc., LINK Investment Services, Inc., and Interstate/Johnson Lane Corporation. Robert is registered with the following states: California, Florida, Georgia, Indiana, Kentucky, Maryland, Massachusetts, Missouri, New Jersey, New York, North Carolina, South Carolina, Texas, and Virginia.
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.
Consulting and other non-discretionary advisory services
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.
1
2
FL
06/18/2014 - Present
LPL Financial LLC (LAKE MARY FL)
SC
11/24/1998 - 06/04/2014
FIRST SOUTHEAST INVESTOR SERVICES, INC. (MT. PLEASANT SC)
NC
08/19/1998 - 01/29/1999
UVEST INVESTMENT SERVICES (CHARLOTTE NC)
TX
09/17/1997 - 08/21/1998
FISERV INVESTOR SERVICES, INC. (HOUSTON TX)
NA
12/16/1996 - 09/17/1997
LINK INVESTMENT SERVICES, INC.
NC
08/11/1995 - 12/24/1996
INTERSTATE/JOHNSON LANE CORPORATION (CHARLOTTE NC)
IA
Issued 09/15/1995
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/25/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/16/1998
Series 53 - Municipal Securities Principal Examination
BC
Issued 01/02/2023
Series 52TO - Municipal Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/10/1995
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Robert Ross is the right advisor for you? Invested Better is here to help.
