Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Ross? Claim Your ProfileRoss Ferrin is an Investment Advisor Representative with Lion Street Advisors, LLC. Ross has been in the financial services industry since 1994. Prior to joining Lion Street Advisors, Ross was with Park Avenue Securities LLC. Ross has a wide range of experience working with individuals, businesses and retirement plans. Ross has Series 6, 7, 24, 53 and 63 licenses. Ross is a Chartered Financial Consultant. Ross is also a Board Member of Outfitters for Christ and a sales representative for the Oakmont Group. Ross is registered in Colorado and North Carolina.
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.
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.
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2
CO
01/01/2025 - Present
Lion Street Advisors, LLC (MORRISON CO)
CO
12/14/2016 - 08/27/2019
PARK AVENUE SECURITIES LLC (GREENWOOD VILLAGE CO)
CO
01/10/1994 - 10/31/2016
AXA ADVISORS, LLC (DENVER CO)
NY
01/10/1994 - 01/05/2000
THE EQUITABLE LIFE ASSURANCE SOCIETY OF THE UNITED STATES (NEW YORK NY)
IA
Issued 06/29/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/25/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/07/2004
Series 53 - Municipal Securities Principal Examination
BC
Issued 09/15/1999
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/21/1999
Series 7 - General Securities Representative Examination
BC
Issued 01/07/1994
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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