Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Ross? Claim Your ProfileRoss Girouard Winfield is a financial advisor registered with Cambridge Investment Research Advisors, Inc. Ross has been in the financial services industry since 2001. Ross is a registered representative with Cambridge Investment Research, Inc. Ross is also a registered investment advisor representative with Cambridge Investment Research Advisors, Inc. Ross has experience in providing financial planning, portfolio management, pension consulting, and educational seminars to individuals, businesses, and retirement plans. Ross holds FINRA Series 6, 7, 24, 51, 63, and 65 licenses and the SIE exam. Ross has also been a School Board Member for Cape Henry Collegiate School and a Board Member of Virginia Beach Vision.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Solicitation fees from 3rd party money managers
1
2
VA
08/01/2023 - Present
Cambridge Investment Research Advisors, Inc. (Virginia Beach VA)
VA
11/02/2018 - 08/03/2023
OSAIC WEALTH, INC. (VIRGINIA BEACH VA)
VA
01/30/2001 - 11/02/2018
SIGNATOR INVESTORS, INC. (VIRGINIA BEACH VA)
IA
Issued 02/25/2008
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/16/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/05/2014
Series 51 - Municipal Fund Securities Principal Examination
BC
Issued 09/30/2013
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/21/2006
Series 7 - General Securities Representative Examination
BC
Issued 01/29/2001
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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