Unclaimed
Ross Marynell is an Investment Advisor Representative with Advisory Alpha, LLC. Ross has been in the industry since April 2013. Advisory Alpha, LLC is headquartered in Holland, Michigan and also has an office in Fort Mill, South Carolina. Ross has Series 65 securities license and has also held an insurance agent license with Vertex Capital Advisors, LLC since 2013. Ross has experience working with a wide range of clients including high-net-worth individuals, individuals other than high-net-worth, pension and profit-sharing plans, and other investment advisors. Ross and Advisory Alpha, LLC offer various advisory services such as financial planning, portfolio management for individuals and businesses, educational seminars, and selection of other advisors.
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.
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SC
09/08/2020 - Present
Advisory Alpha, LLC (Fort Mill SC)
IA
Issued 01/14/2012
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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