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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Ross? Claim Your ProfileRoss David Poll is an investment advisor representative with Wells Fargo Clearing Services, LLC. Ross has been in the financial services industry since 2002. Ross has a Series 7, Series 63, and Series 65 license. Ross has experience in a variety of financial areas including financial planning, investment consulting, and portfolio management. Ross also holds the designation of Certified Financial Planner. Ross is registered in multiple states including Michigan, Texas, and California. Ross is currently located in GRAND RAPIDS, MI, where Ross works out of the Wells Fargo Advisors, LLC branch office.
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.
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.
Investment consulting services to institutional clients
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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2
MI
01/05/2017 - Present
Wells Fargo Clearing Services, LLC (GRAND RAPIDS MI)
MI
08/27/2002 - 10/04/2006
EDWARD JONES (HUDSONVILLE MI)
IA
Issued 01/03/2007
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/29/2002
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/26/2002
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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