Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Ross? Claim Your ProfileRoss Wingert is a financial advisor with Cetera Investment Advisers LLC. Ross has been in the industry since 2013 and has experience with Edward Jones, Merrill Lynch, and Securian Financial Services. Ross is a registered representative in Michigan and Wisconsin and holds the Series 66, Series 7, and SIE licenses. Ross specializes in providing financial planning, portfolio management, and pension consulting services to individuals, businesses, and charitable organizations.
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 07/29/2014
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/14/2012
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Ross Wingert is the right advisor for you? Invested Better is here to help.
