Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Ross? Claim Your ProfileRoss Eugene Devalois is a financial advisor with over 36 years of experience in the industry. Ross is currently registered with Nations Financial Group, Inc. and has been with the firm since March 1998. Ross has experience with a variety of financial products and services, including insurance, investment advisory services, and portfolio management. Ross also has a background in photography. Ross is committed to providing his clients with personalized financial advice and guidance.
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.
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
IA
06/09/2006 - Present
Nations Financial Group, Inc. (IOWA CITY IA)
IA
06/19/1989 - 03/16/1998
AEGON USA SECURITIES INC. (CEDAR RAPIDS IA)
NA
07/07/1982 - 07/05/1989
WADDELL & REED, INC.
BOTH
Issued 06/06/2005
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/26/1982
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/30/1996
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/15/1989
Series 7 - General Securities Representative Examination
BC
Issued 06/21/1983
Series 22 - Direct Participation Programs Representative Examination
BC
Issued 06/30/1982
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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