Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Ross? Claim Your ProfileRoss Alexander Shandra is a registered investment advisor representative with Osaic Wealth, Inc. Ross has been in the financial services industry since 1999 and has a strong track record of providing financial advice to individuals, families, and businesses. Ross is also a registered investment adviser and has passed the Series 63, Series 65, and Series 7 exams. Ross specializes in providing financial planning, portfolio management, and pension consulting services. Ross is committed to providing his clients with personalized financial advice and guidance to help 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.
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.
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
NY
01/24/2025 - Present
Osaic Wealth, Inc. (NEW YORK NY)
PA
11/17/2006 - 04/05/2011
OPPENHEIMER & CO. INC. (PHILADELPHIA PA)
NY
03/14/2002 - 06/15/2005
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
MI
09/13/1999 - 01/08/2002
H&R BLOCK FINANCIAL ADVISORS, INC. (DETROIT MI)
NJ
04/06/1999 - 07/06/1999
NORI, HENNION, WALSH, INC. (PARSIPPANY NJ)
IA
Issued 06/19/2001
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/22/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/05/1999
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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