Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Ross? Claim Your ProfileRoss Burnam is a financial advisor with Omicron Advisors, LLC, based in Lancaster, PA. Ross has been in the industry since 2005 and has a strong background in financial planning and portfolio management. Ross is a Certified Financial Planner and has extensive experience working with high-net-worth individuals, charitable organizations, and pension and profit-sharing plans. Ross is committed to providing clients with personalized financial advice that meets their individual needs and 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.
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
PA
04/13/2015 - Present
Omicron Advisors, LLC (LANCASTER PA)
DE
11/06/2007 - 12/31/2014
1ST GLOBAL CAPITAL CORP. (NEWARK DE)
NJ
09/08/2005 - 11/09/2007
AXA ADVISORS, LLC (PRINCETON NJ)
BOTH
Issued 09/26/2005
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/31/2014
SIE - Securities Industry Essentials Examination
BC
Issued 09/06/2005
Series 7 - General Securities Representative Examination
Active
Inactive
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