Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Samuel? Claim Your ProfileSamuel Killgore Ross is a financial advisor with over 40 years of experience in the financial services industry. Samuel is a CERTIFIED FINANCIAL PLANNER™ and a CHARTERED FINANCIAL CONSULTANT® and is currently registered with ON Investment Management Co. Samuel has been with ON Investment Management Co. since 2005, having previously worked at Southeast Investments, N.C., Inc., William E. Hopkins & Associates, Inc., MetLife Securities Inc., and Metropolitan Life Insurance Company.
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.
Morningstar investment services llc, sei, assetmark, brinker capital, bny mellon advisors, inc, symmetry partners, envestnet
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
TN
05/25/2018 - Present
ON Investment Management Co. (Blountville TN)
TN
04/27/2005 - 06/07/2007
SOUTHEAST INVESTMENTS, N.C., INC. (BRISTOL TN)
TN
03/17/2005 - 05/06/2005
WILLIAM E. HOPKINS & ASSOCIATES, INC. (JACKSON TN)
MA
04/06/1983 - 02/24/2005
METLIFE SECURITIES INC. (SPRINGFIELD MA)
NY
04/06/1983 - 02/24/2005
METROPOLITAN LIFE INSURANCE COMPANY (NEW YORK NY)
BC
Issued 07/01/1985
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/14/2007
Series 24 - General Securities Principal Examination
BC
Issued 01/20/1998
Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/17/1986
Series 7 - General Securities Representative Examination
BC
Issued 04/05/1983
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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