Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Ross? Claim Your ProfileRoss Sheridan Taylor is an investment advisor representative at Kestra Advisory Services, LLC. Ross has been in the financial services industry since 1983. Ross is a registered representative and investment advisor representative in Colorado. Ross holds the Series 6, Series 63 and SIE licenses. Ross specializes in providing financial planning, portfolio management for businesses and individuals, and selection of other advisers. Ross is also a registered representative for Kestra Investment Services, LLC. Ross has previous experience with Massachusetts Mutual Life Insurance Company and MML Investors Services, Inc. Ross has a long history of experience in the financial services industry and is committed to providing clients with the best possible service.
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.
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
CO
06/02/2020 - Present
Kestra Advisory Services, LLC (Denver CO)
MA
06/03/1983 - 12/31/2001
MML INVESTORS SERVICES, INC. (SPRINGFIELD MA)
NA
03/18/1983 - 01/02/1988
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY
BC
Issued 09/01/1983
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/17/1983
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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