Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Ross? Claim Your ProfileRoss Furman has been in the financial services industry since April 1997. Ross is currently registered with Regal Advisory Services, Inc., a firm that manages over $100 million in assets. Ross provides financial planning and portfolio management services to individuals and corporations. Ross also has previous experience with other firms including Transcend Capital, Grossman & Co., LLC., D. Weckstein & Co., Inc., Leeb Brokerage Services, Inc., Wall Street Financial Group, Inc., Joseph Gunnar & Co. LLC, Continental Broker-Dealer Corp., and Millennium Securities Corp. Ross has a broad range of experience in the financial services industry and is committed to providing his clients with personalized service and investment advice.
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.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
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
FL
08/24/2020 - Present
Regal Advisory Services, Inc. (Miami FL)
NY
11/25/2009 - 07/01/2011
TRANSCEND CAPITAL (NEW YORK NY)
NY
01/03/2008 - 12/31/2009
GROSSMAN & CO., LLC. (STATEN ISLAND NY)
NY
04/25/2007 - 01/03/2008
D. WECKSTEIN & CO., INC. (NEW YORK NY)
NY
09/26/2001 - 05/16/2007
LEEB BROKERAGE SERVICES, INC. (NEW YORK NY)
NY
01/24/2000 - 09/26/2001
WALL STREET FINANCIAL GROUP, INC. (VICTOR NY)
NY
08/19/1998 - 05/01/2000
JOSEPH GUNNAR & CO. LLC (UNIONDALE NY)
NY
05/16/1997 - 08/27/1998
CONTINENTAL BROKER-DEALER CORP. (CARLE PLACE NY)
NY
02/19/1997 - 03/14/1997
MILLENNIUM SECURITIES CORP. (NEW YORK NY)
NY
02/07/1997 - 02/18/1997
CONTINENTAL BROKER-DEALER CORP. (CARLE PLACE NY)
BOTH
Issued 07/14/2012
Series 66 - Uniform Combined State Law Examination
IA
Issued 12/27/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/19/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/11/2002
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/17/1997
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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