Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Ross? Claim Your ProfileRoss Robert Pake is a financial advisor with Cetera Investment Advisers LLC. Ross has been in the financial services industry since May 1986 and has experience working with a variety of clients including high net worth individuals, pension and profit-sharing plans, corporations and other businesses, and state or municipal government entities. Ross's previous employers include LPL Financial LLC and Royal Alliance Associates, Inc. Ross Robert Pake is registered with the state of California and Texas as an investment advisor representative. He is also a registered representative of Cetera Advisor Networks LLC.
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.
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2
CA
03/21/2024 - Present
Cetera Investment Advisers LLC (TUSTIN CA)
CA
10/08/1996 - 06/23/2015
LPL FINANCIAL LLC (TUSTIN CA)
AZ
09/05/1990 - 10/21/1996
ROYAL ALLIANCE ASSOCIATES, INC. (SCOTTSDALE AZ)
FL
05/16/1990 - 08/24/1990
FOR SIGHT CAPITAL MANAGEMENT INC. (CLEARWATER FL)
NA
02/13/1989 - 05/08/1990
RESOURCE MANAGEMENT ASSOCIATES, GSI
NA
04/23/1986 - 01/26/1989
MCG PORTFOLIO MANAGEMENT CORP.
BC
Issued 07/17/1986
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/21/1989
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/19/1986
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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