Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Ross? Claim Your ProfileRoss Donaghay is a financial advisor with Capital Analysts. Ross has been in the industry since 2021. Ross is registered with FINRA, and holds the Series 7TO and Series 66 securities licenses. Ross is a licensed investment advisor representative in Arizona.
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.
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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AZ
11/16/2022 - Present
Capital Analysts (Tucson AZ)
BOTH
Issued 11/09/2022
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/31/2021
Series 7TO - General Securities Representative Examination
BC
Issued 07/07/2020
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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