Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Shanna? Claim Your ProfileShanna Michelle Ross is an investment advisor representative at Principal Securities, Inc. with over a decade of experience in the financial services industry. Shanna is a Series 6 and Series 65 licensed advisor, and her areas of expertise include financial planning, investment management, and retirement planning. Shanna provides personalized financial advice to individuals, families, and businesses, helping them achieve their financial goals. Shanna is committed to building long-term relationships with her clients and providing them with the highest level of service.
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.
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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
Seminar fees, solicitors fees, subscription consulting fees
1
2
IA
05/01/2015 - Present
Principal Securities, Inc. (DES MOINES IA)
IA
09/21/2010 - 05/31/2011
DIRECTED SERVICES LLC (DES MOINES IA)
IA
Issued 04/22/2015
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/20/2010
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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