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 Van Klaveren is a financial advisor with LPL Financial LLC. Ross has been in the financial services industry since 2005. Ross is a registered representative and investment advisor representative in Texas and New Jersey. He previously worked with Merrill Lynch, USAA Financial Advisors, Inc., USAA Investment Management Company, SWBC Investment Services, LLC, Financial Network Investment Corporation and A. G. Edwards & Sons, Inc. Ross holds the Series 7 and Series 66 securities licenses, as well as the SIE.
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.
Consulting and other non-discretionary advisory services
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
TX
03/24/2022 - Present
LPL Financial LLC (SAN ANTONIO TX)
TX
02/11/2019 - 03/25/2022
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (SAN ANTONIO TX)
TX
09/06/2007 - 02/14/2019
USAA FINANCIAL ADVISORS, INC. (SAN ANTONIO TX)
TX
03/05/2007 - 12/31/2007
USAA INVESTMENT MANAGEMENT COMPANY (SAN ANTONIO TX)
TX
01/03/2007 - 01/22/2007
SWBC INVESTMENT SERVICES, LLC (SAN ANTONIO TX)
TX
08/02/2006 - 12/31/2006
FINANCIAL NETWORK INVESTMENT CORPORATION (SAN ANTONIO TX)
TX
07/14/2005 - 06/26/2006
A. G. EDWARDS & SONS, INC. (SAN ANTONIO TX)
BOTH
Issued 07/26/2005
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/13/2005
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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