Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert Ryan Pross is a financial advisor with Wells Fargo Clearing Services, LLC. Robert has over 9 years of experience in the financial services industry and is registered with the state of Georgia as an investment advisor representative and with the state of Texas as an investment advisor representative. Robert holds Series 7, Series 63, Series 65 and SIE licenses. Robert has a background in providing investment consulting services to institutional clients as well as financial planning and portfolio management for individuals and businesses.
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.
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.
Investment consulting services to institutional clients
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.
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2
GA
02/08/2023 - Present
Wells Fargo Clearing Services, LLC (SAVANNAH GA)
GA
08/07/2018 - 12/18/2020
OPPENHEIMER & CO. INC. (ATLANTA GA)
GA
10/20/2017 - 08/03/2018
J.P. MORGAN SECURITIES LLC (ATLANTA GA)
GA
12/15/2014 - 08/16/2017
SANFORD C. BERNSTEIN & CO., LLC (ATLANTA GA)
IA
Issued 11/21/2017
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/09/2015
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/15/2014
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
Nasdaq GEMX, LLC
N
Nasdaq ISE, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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