Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Ross? Claim Your ProfileRoss Michael Pollard is a financial advisor with over 20 years of experience in the financial services industry. He is a Certified Financial Planner™ and specializes in providing financial planning and portfolio management services to individuals, families, and charitable organizations. Ross currently works with Breakwater Capital, which offers investment advisory services and has offices in Kalamazoo, Michigan. Ross has previously worked with Ameriprise Financial Services, Inc. and IDS Life Insurance Company.
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.
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.
A percentage of the total value of assets under management is charged.
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MI
05/18/2015 - Present
Breakwater Capital (KALAMAZOO MI)
MI
03/28/2002 - 03/03/2011
AMERIPRISE FINANCIAL SERVICES, INC. (KALAMAZOO MI)
MN
03/28/2002 - 07/03/2006
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
BC
Issued 04/03/2002
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/27/2002
Series 7 - General Securities Representative Examination
Active
Inactive
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