Unclaimed
Ross Ramsay Berge is a financial advisor at Northwestern Mutual Investment Services, LLC. Ross has over 10 years of experience in the financial services industry. Ross is registered to provide investment advice in the District of Columbia, Massachusetts, Rhode Island, and Virginia. Ross is a Series 7 and Series 63 licensed professional.
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.
Investment research; referrals to other advisers
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.
Referral fees
1
2
VA
03/01/2010 - Present
Northwestern Mutual Investment Services, LLC (RESTON VA)
VA
04/23/2008 - 12/09/2009
AXA ADVISORS, LLC (RICHMOND VA)
BC
Issued 07/30/2008
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/21/2008
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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