Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Ross? Claim Your ProfileRoss Benson is a financial advisor with LPL Financial LLC in Pasadena, CA. Ross has been in the industry since 2014 and has a strong track record of success. Ross holds the Series 7, Series 66, and Series 24 licenses and is a Certified Financial Planner. Ross has experience working with a variety of clients, including individuals, families, 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.
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.
Consulting and other non-discretionary advisory services
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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2
CA
07/19/2023 - Present
LPL Financial LLC (SIERRA MADRE CA)
CA
07/19/2018 - 07/19/2023
BANCWEST INVESTMENT SERVICES, INC. (GLENDALE CA)
ID
07/14/2017 - 06/29/2018
WELLS FARGO CLEARING SERVICES, LLC (BOISE ID)
CA
11/18/2014 - 06/06/2017
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (PASADENA CA)
BOTH
Issued 01/30/2015
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/04/2018
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/18/2014
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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