Unclaimed
Ross M. Bennett is an investment advisor representative at Woodley Farra, a firm headquartered in Indianapolis, Indiana. Ross has been with Woodley Farra since July 2010. Prior to that, Ross worked at PNC Investments, NatCity Investments, Inc., and MML Investors Services, Inc. Ross is registered with the state of Indiana. Ross has a Series 7 General Securities Representative Examination license and a Series 66 Uniform Combined State Law Examination license. Ross specializes in providing portfolio management services to individuals and businesses.
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.
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.
1
2
IN
07/19/2010 - Present
Woodley Farra (INDIANAPOLIS IN)
IN
11/13/2009 - 06/18/2010
PNC INVESTMENTS (CAMBY IN)
IN
04/30/2008 - 11/13/2009
NATCITY INVESTMENTS, INC. (CAMBY IN)
IN
10/04/2007 - 01/25/2008
MML INVESTORS SERVICES, INC. (INDIANAPOLIS IN)
BOTH
Issued 10/17/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/03/2007
Series 7 - General Securities Representative Examination
Active
Inactive
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