Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Ross? Claim Your ProfileRoss Salas is a financial advisor with Wells Fargo Clearing Services, LLC. Ross has been in the financial services industry since 2011. Ross has a strong background in the industry, having worked with several other firms, including Edward Jones, BancWest Investment Services, Inc., and LPL Financial LLC. Ross holds Series 7 and Series 66 licenses. Ross specializes in investment advisory services for a broad range of clients, including 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.
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.
Investment consulting services to institutional clients
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.
1
2
TX
04/16/2024 - Present
Wells Fargo Clearing Services, LLC (EL PASO TX)
NM
07/19/2023 - 04/29/2024
LPL FINANCIAL LLC (ALBUQUERQUE NM)
NM
10/09/2015 - 07/19/2023
BANCWEST INVESTMENT SERVICES, INC. (ALBUQUERQUE NM)
NM
05/12/2011 - 09/16/2015
EDWARD JONES (ALBUQUERQUE NM)
BOTH
Issued 05/25/2011
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/11/2011
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
Nasdaq GEMX, LLC
N
Nasdaq ISE, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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