Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Ross? Claim Your ProfileRoss Stefan Anderson is a financial advisor in Alexandria, Virginia, with over 10 years of experience in the industry. Ross is currently registered with Craftwork Capital LLC in Alexandria, Virginia. Ross is a Certified Financial Planner and has a Series 7 license (General Securities Representative Examination) and Series 66 license (Uniform Combined State Law Examination). Ross is a licensed financial advisor in Virginia, Maryland, District of Columbia, Illinois, Florida, Texas, New York, California, North Carolina, and Pennsylvania. Ross specializes in providing financial planning services, portfolio management for individuals and businesses, and pension consulting to a wide range of clients, including high-net-worth individuals, corporations, charitable organizations, and individuals other than high-net-worth. Ross's previous experience includes positions at Morgan Stanley and Ameriprise Financial Services, Inc.
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.
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2
VA
01/14/2021 - Present
Craftwork Capital LLC (ALEXANDRIA VA)
VA
07/13/2012 - 07/15/2014
MORGAN STANLEY (MCLEAN VA)
VA
05/07/2008 - 08/06/2012
AMERIPRISE FINANCIAL SERVICES, INC. (FAIRFAX VA)
BOTH
Issued 06/02/2008
Series 66 - Uniform Combined State Law Examination
BC
Issued 05/06/2008
Series 7 - General Securities Representative Examination
Active
Inactive
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