Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Ross? Claim Your ProfileRoss Emmer is an investment advisor representative at Dynamic Wealth Advisors. Ross has been in the financial services industry since 1996 and has a wide range of experience in providing financial planning and investment management services. Ross is a Certified Financial Planner™ professional and holds a Series 7, 9, 10, 24, 63 and 66 licenses. Ross has worked with a variety of clients, including individuals, families, businesses, and charitable organizations. Ross is committed to providing his clients with personalized financial advice and helping 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.
Personalized portfolio management to meet individual financial objectives.
Model portfolio adviser services for third party program
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.
Asset-based and flat fees for model portfolio adviser services
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2
AZ
10/20/2016 - Present
Dynamic Wealth Advisors (SCOTTSDALE AZ)
AZ
08/27/2012 - 12/23/2013
CAMBRIDGE INVESTMENT RESEARCH, INC. (MESA AZ)
DC
04/02/2007 - 09/05/2012
ICMA-RC SERVICES, LLC (WASHINGTON DC)
AZ
05/17/2002 - 05/06/2005
SUNAMERICA SECURITIES, INC. (PHOENIX AZ)
AZ
02/05/2003 - 12/31/2004
SPELMAN & CO., INC. (PHOENIX AZ)
NY
02/21/2001 - 01/30/2002
PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)
NE
06/18/1999 - 02/23/2001
TD WATERHOUSE INVESTOR SERVICES, INC. (OMAHA NE)
TX
12/07/1998 - 07/19/1999
H.D. VEST INVESTMENT SECURITIES, INC. (DALLAS TX)
AZ
09/20/1997 - 11/17/1998
SUNAMERICA SECURITIES, INC. (PHOENIX AZ)
TX
04/29/1997 - 06/05/1997
CHARLES SCHWAB & CO., INC. (WESTLAKE TX)
MN
08/02/1996 - 03/28/1997
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
MN
08/02/1996 - 03/28/1997
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
BOTH
Issued 10/24/2002
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/18/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/31/2002
Series 24 - General Securities Principal Examination
BC
Issued 11/03/2000
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 10/26/2000
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 08/01/1996
Series 7 - General Securities Representative Examination
Active
Inactive
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