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 Rettenmier is an investment advisor representative at Osaic Wealth, Inc. Ross has been in the financial services industry since November 1994. Ross is registered to provide investment advisory services in Washington and is also a Registered Representative in 10 other states. Ross's experience includes working for several firms, including SagePoint Financial, Inc. and Sentra Securities Corporation. Ross holds the Series 6, 7, 24, 63 and 65 licenses. Ross is a member of the Resource Development Council and Planned Giving Committee for Housing Hope, Northshore Christian Church and Academy Finance Committee, and the Everett Hoops Club.
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.
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.
1
2
WA
09/01/2023 - Present
Osaic Wealth, Inc. (EVERETT WA)
WA
10/31/2005 - 09/01/2023
SAGEPOINT FINANCIAL, INC. (EVERETT WA)
AZ
06/30/2000 - 10/31/2005
SENTRA SECURITIES CORPORATION (PHOENIX AZ)
UT
07/08/1998 - 07/19/2000
PACIFIC HARBOR SECURITIES, INC. (HIGHLAND UT)
CA
01/24/1997 - 07/22/1998
FIRST WALL STREET CORP. (LA JOLLA CA)
MN
11/25/1994 - 05/13/1997
FORTIS INVESTORS, INC. (OAKDALE MN)
IA
Issued 10/27/1998
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/30/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/21/2000
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/17/2000
Series 7 - General Securities Representative Examination
BC
Issued 01/28/1994
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Ross Rettenmier is the right advisor for you? Invested Better is here to help.
