Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Ross? Claim Your ProfileRoss Anderson Henry is a financial advisor who has been in the industry since 1997. Ross is registered with LNW in Seattle, Washington. Ross also has a Series 63 and Series 65 license and is a Certified Financial Planner. Ross previously worked at McDonald Investments Inc. and Prudential Securities Incorporated. Ross specializes in retirement planning, investment management, and financial planning.
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.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
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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WA
03/24/2006 - Present
LNW (SEATTLE WA)
OH
01/30/2001 - 09/14/2004
MCDONALD INVESTMENTS INC. (CLEVELAND OH)
NY
11/26/1997 - 09/23/1998
PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)
IA
Issued 03/23/2006
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/01/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/25/1997
Series 7 - General Securities Representative Examination
Active
Inactive
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