Unclaimed
Ross Wingert is a financial advisor registered with Cetera Investment Advisers LLC in Southfield, MI. Ross has been in the financial industry since 2014. Ross specializes in providing financial planning and investment advice to individuals and businesses. Ross holds the Series 66 and Series 7 licenses. Ross also has prior experience with Edward Jones, Securian Financial Services, Inc., and Merrill Lynch, Pierce, Fenner & Smith Incorporated.
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.
1
2
MI
08/10/2023 - Present
Cetera Investment Advisers LLC (SOUTHFIELD MI)
MI
07/21/2022 - 08/10/2023
SECURIAN FINANCIAL SERVICES, INC. (Southfield MI)
MI
06/06/2018 - 02/01/2022
SECURIAN FINANCIAL SERVICES, INC. (Southfield MI)
MI
10/06/2014 - 03/15/2018
EDWARD JONES (ROCHESTER HILLS MI)
MO
06/24/2013 - 08/21/2013
EDWARD JONES (ST. LOUIS MO)
MI
12/17/2012 - 02/13/2013
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (BLOOMFIELD HILLS MI)
BOTH
Issued 7/29/2014
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/14/2012
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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