Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Ross? Claim Your ProfileRoss Trevor Lloyd is a registered investment advisor representative with Tiaa-Cref Individual & Institutional Services, LLC. Ross has been in the financial services industry since May 2012. Ross is licensed to provide investment advice in Alabama, California, Colorado, Florida, Georgia, Massachusetts, Montana, New York, North Carolina, Ohio, Pennsylvania, Texas, Virginia, and Wisconsin. Ross has a Series 66, Series 7 and SIE license. Ross is also licensed to provide investment advisory services in Georgia.
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.
Helps you choose top advisors aligned with your financial goals.
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.
A percentage of the total value of assets under management is charged.
Compensation from affiliates
1
2
GA
08/14/2019 - Present
Tiaa-Cref Individual & Institutional Services, LLC (ATLANTA GA)
CA
05/15/2012 - 02/07/2013
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (CENTURY CITY CA)
BOTH
Issued 06/12/2012
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/14/2012
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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