Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Ross? Claim Your ProfileRoss Bentley Hansen is a financial advisor registered with U.S. Bancorp Investments, Inc. based in Oceanside, California. Ross has 35 years of experience in the financial services industry, having worked with several firms including Edward Jones and Morgan Stanley. Ross is licensed to provide financial advice in California, Texas, Arizona, Florida and Missouri.
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.
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.
A percentage of the total value of assets under management is charged.
12b-1,networking&shareholder serv,product partner arrangements
1
2
CA
06/10/2024 - Present
U.s. Bancorp Investments, Inc. (Oceanside CA)
CA
07/29/2019 - 11/01/2023
EDWARD JONES (San Marcos CA)
CA
02/24/2017 - 12/31/2017
PRIVATE CLIENT SERVICES, LLC (Irvine CA)
CA
06/01/2009 - 02/21/2017
MORGAN STANLEY (CARLSBAD CA)
CA
08/17/2007 - 06/01/2009
CITIGROUP GLOBAL MARKETS INC. (SAN DIEGO CA)
OR
02/08/2006 - 08/22/2007
SECURITIES AMERICA, INC. (LAKE OSWEGO OR)
CA
05/18/2005 - 10/04/2005
FIRST ALLIED SECURITIES, INC. (SAN DIEGO CA)
TX
06/15/1989 - 11/29/2004
CHARLES SCHWAB & CO., INC. (WESTLAKE TX)
NA
08/13/1988 - 04/27/1989
THE STUART-JAMES COMPANY, INCORPORATED
NA
08/20/1987 - 06/03/1988
SHEARSON LEHMAN HUTTON INC.
IA
Issued 06/03/2005
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/11/1987
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 01/02/2023
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 01/09/1991
Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)
BC
Issued 12/31/2017
SIE - Securities Industry Essentials Examination
BC
Issued 08/15/1987
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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