Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Ross? Claim Your ProfileRoss Brannon is a financial advisor with over 12 years of experience in the industry. He is a Registered Investment Advisor (RIA) and has held Series 6, 7, 63, and 65 licenses. Currently, Ross is an Investment Advisor Representative with Realta Investment Advisors, Inc. and Realta Equities, Inc., both based in Wilmington, Delaware. Previously, Ross worked at Park Avenue Securities LLC in Tallahassee, Florida. He specializes in financial planning, pension consulting, and portfolio management for businesses and individuals. Ross also provides educational seminars and publications related to financial planning.
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.
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2
DE
04/13/2023 - Present
Realta Investment Advisors, Inc. (WILMINGTON DE)
FL
03/31/2011 - 03/15/2023
PARK AVENUE SECURITIES LLC (TALLAHASSEE FL)
IA
Issued 03/15/2012
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/20/2012
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/13/2015
Series 7 - General Securities Representative Examination
BC
Issued 03/30/2011
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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