Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Ross? Claim Your ProfileRoss Vande Weerd is a financial advisor with First Trust Advisors LP. Ross has been in the industry since 2023 and has a Series 66, Series 7TO, and SIE license. Ross is registered in Illinois and Texas. Prior to joining First Trust Advisors LP, Ross worked at Invesco Distributors, Inc. Ross is a specialist in portfolio management for individuals, investment companies, pooled investment vehicles and businesses.
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.
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.
Strategic management for diversified investment portfolios.
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.
Fixed fees per unit (uits) for portfolio supervisory services
1
2
IL
04/29/2024 - Present
First Trust Advisors LP (WHEATON IL)
IL
03/31/2023 - 02/07/2024
INVESCO DISTRIBUTORS, INC. (DOWNERS GROVE IL)
BOTH
Issued 12/23/2022
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/31/2023
Series 7TO - General Securities Representative Examination
BC
Issued 12/12/2022
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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