Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Ross? Claim Your ProfileRoss Edwards Bruner is an Investment Advisor Representative associated with Woodstock Wealth Management, Inc.. Ross has been in the securities industry since 1982. Ross is registered with the state of Arizona and Washington. Ross has Series 63, 65, 2 and 7 securities licenses. Ross is also a Registered Investment Advisor in Arizona and Washington. Prior to joining Woodstock Wealth Management, Inc., Ross was employed with Woodstock Financial Group, Inc. and APS Financial Corporation.
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.
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.
Fees calculated based on the performance of your investments relative to a benchmark.
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2
AZ
11/07/2018 - Present
Woodstock Wealth Management, Inc. (Scottsdale AZ)
AZ
08/30/2010 - 12/12/2019
WOODSTOCK FINANCIAL GROUP, INC. (Scottsdale AZ)
TX
08/17/1988 - 08/26/2010
APS FINANCIAL CORPORATION (AUSTIN TX)
WA
10/05/1983 - 12/12/2003
METROPOLITAN INVESTMENT SECURITIES, INC. (SPOKANE WA)
IA
Issued 02/23/2015
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/10/1982
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/16/1986
Series 7 - General Securities Representative Examination
BC
Issued 05/01/1982
Series 2 - Non-Member General Securities Examination
Active
Inactive
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