Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Ross? Claim Your ProfileRoss Jeter is a financial professional with over 30 years of experience in the industry. Ross is a registered representative and investment advisor representative with Osaic Wealth, Inc. Ross has a variety of experience in the industry including working with firms like Lincoln Investment Planning, Inc., TRANSAMERICA FINANCIAL ADVISORS, INC and SIGNATOR INVESTORS, INC. Ross is committed to providing financial advice and services to his clients to help them achieve their financial goals. Ross has a strong understanding of the financial markets and a passion for helping individuals and families build a secure financial future. Ross is also a notary public, which allows him to help clients with legal documents. Ross provides services like financial planning, pension consulting, educational seminars, selection of other advisors and portfolio management for individuals and businesses. Ross is a licensed agent in Arkansas, California, Hawaii, Maryland, Massachusetts, New York, Texas, and Virginia.
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.
A percentage of the total value of assets under management is charged.
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2
TX
11/02/2018 - Present
Osaic Wealth, Inc. (ARLINGTON TX)
TX
05/13/2016 - 11/02/2018
SIGNATOR INVESTORS, INC. (ARLINGTON TX)
TX
07/13/1999 - 05/13/2016
TRANSAMERICA FINANCIAL ADVISORS, INC (ARLINGTON TX)
PA
01/02/1997 - 06/09/1999
LINCOLN INVESTMENT PLANNING, INC. (FORT WASHINGTON PA)
TX
07/07/1995 - 01/01/1997
H.D. VEST INVESTMENT SECURITIES, INC. (DALLAS TX)
FL
03/10/1995 - 07/07/1995
INTERSECURITIES, INC. (ST. PETERSBURG FL)
MA
04/14/1992 - 04/19/1994
METLIFE SECURITIES INC. (SPRINGFIELD MA)
NY
04/14/1992 - 04/19/1994
METROPOLITAN LIFE INSURANCE COMPANY (NEW YORK NY)
GA
09/17/1985 - 05/18/1990
FIRST AMERICAN NATIONAL SECURITIES, INC. (DULUTH GA)
BC
Issued 03/08/1985
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/16/1985
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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