Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Ross? Claim Your ProfileRoss G. Querry is an Investment Advisor Representative at Tradeway. Ross has been in the industry for 15 years and is registered with the state of Texas. Ross is also a registered Investment Advisor Representative. Ross specializes in financial planning, educational seminars, and portfolio management for individuals. Tradeway is an investment advisory firm headquartered in Mexia, Texas. The firm has over 34,600 clients and manages over $68 million in assets.
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.
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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TX
08/01/2016 - Present
Tradeway (Rowlett TX)
IA
Issued 08/01/2016
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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