Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Ross? Claim Your ProfileRoss Edward Perkins is an investment advisor representative with Ameriprise Financial Services, LLC. He has been in the financial industry since 1992. Ross holds the Series 7, 63, and 65 licenses, as well as the SIE exam. He specializes in providing financial planning, portfolio management, and asset allocation services. Ross works with a variety of clients, including individuals, families, businesses, and retirement plans. He is also registered as an investment advisor representative in Indiana and Texas.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Asset allocation services
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
IN
08/28/2020 - Present
Ameriprise Financial Services, LLC (Indianapolis IN)
IN
12/05/2008 - 09/08/2020
UBS FINANCIAL SERVICES INC. (INDIANAPOLIS IN)
IN
09/01/1993 - 12/10/2008
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (INDIANAPOLIS IN)
NY
01/09/1992 - 02/08/1993
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
IA
Issued 01/24/1996
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/24/1992
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/08/1992
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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