Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Ross? Claim Your ProfileRoss Wayne Christian is a financial advisor with over 60 years of experience in the industry. Ross has a diverse background having worked for several firms including Dean Witter Reynolds Inc., Principal Financial Securities, Inc., Wells Fargo Clearing Services, LLC, and Sigma Financial Corporation. Ross is currently registered with LPL Financial LLC, a firm with over 463 billion dollars in regulatory assets under management. Ross offers a variety of financial services including financial planning, portfolio management for individuals and businesses, and educational seminars.
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
TX
05/22/2023 - Present
LPL Financial LLC (SAN ANTONIO TX)
TX
06/18/2018 - 05/22/2023
SIGMA FINANCIAL CORPORATION (SAN ANTONIO TX)
TX
05/11/1998 - 06/20/2018
WELLS FARGO CLEARING SERVICES, LLC (FAIR OAKS RANCH TX)
TX
04/25/1994 - 05/11/1998
PRINCIPAL FINANCIAL SECURITIES,INC. (DALLAS TX)
NY
02/24/1978 - 05/02/1994
DEAN WITTER REYNOLDS INC. (PURCHASE NY)
NA
01/17/1975 - 02/24/1978
DEAN WITTER & CO. INCORPORATED
NA
03/26/1959 - 03/06/1975
SHEARSON, HAMMILL & CO., INCORPORATED
IA
Issued 12/16/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/18/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/17/1958
Series 1 - Registered Representative Examination
Active
Inactive
F
FINRA
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