Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Ross? Claim Your ProfileRoss Joseph Champagne is a financial advisor registered with Wells Fargo Advisors Financial Network, LLC. Ross Champagne is a Series 7TO, Series 66, and SIE licensed advisor, providing investment advice to individuals, businesses, pension and profit-sharing plans, and charitable organizations. Ross Champagne is a veteran financial advisor with experience at Wells Fargo Clearing Services, LLC, Maddox & Associates, and Kolder, Champagne, Slaven, & Co.. Ross Champagne specializes in investment consulting services to institutional clients, financial planning, and pension consulting. Ross Champagne is licensed in Arkansas, Connecticut, Louisiana, North Carolina, and Texas.
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.
Investment consulting services to institutional clients
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.
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2
LA
09/09/2022 - Present
Wells Fargo Advisors Financial Network, LLC (LAFAYETTE LA)
LA
12/21/2018 - 09/09/2022
WELLS FARGO CLEARING SERVICES, LLC (LAFAYETTE LA)
BOTH
Issued 01/14/2019
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/21/2018
Series 7TO - General Securities Representative Examination
BC
Issued 11/20/2018
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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