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 is a registered investment advisor representative with Applied Investment Strategies, LLC, located in Amarillo, Texas. Robert has been in the industry since 1995 and has a broad range of experience in financial services. Robert has previously held positions at Source Capital Group, Inc., RBS Securities Inc., ABN AMRO Incorporated, and HMC Investments, Inc. Robert has a strong understanding of the financial markets and is committed to providing his clients with personalized investment advice. Robert's areas of expertise include market timing, portfolio management, and investment strategy. Robert is committed to providing his clients with the highest level of service and is dedicated to helping them 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.
Personalized portfolio management to meet individual financial objectives.
Advisory consulting
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 calculated based on the performance of your investments relative to a benchmark.
Licensing fee
1
2
TX
03/06/2020 - Present
Applied Investment Strategies, LLC (AMARILLO TX)
CT
08/03/2016 - 12/16/2016
SOURCE CAPITAL GROUP, INC. (WESTPORT CT)
CT
09/11/2009 - 08/01/2014
RBS SECURITIES INC. (STAMFORD CT)
CT
07/23/2007 - 09/11/2009
ABN AMRO INCORPORATED (STAMFORD CT)
NY
02/10/2004 - 01/05/2007
HMC INVESTMENTS, INC. (NEW YORK NY)
IA
Issued 02/20/2018
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/10/2004
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/16/2016
SIE - Securities Industry Essentials Examination
BC
Issued 02/09/2004
Series 7 - General Securities Representative Examination
BC
Issued 09/25/1995
Series 3 - National Commodity Futures Examination
Active
Inactive
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