Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Thomas? Claim Your ProfileThomas Ross is a financial advisor with over 40 years of experience in the industry. Thomas is a registered representative of Wells Fargo Advisors Financial Network, LLC, and has an active registration as an investment advisor representative. Thomas has a strong track record of success in providing financial advice and investment management services to a wide range of clients, including individuals, families, businesses, and institutions. Thomas is committed to providing personalized service and helping clients achieve their financial goals.
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.
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.
Investment consulting services to institutional clients
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
AL
04/11/2024 - Present
Wells Fargo Advisors Financial Network, LLC (FLORENCE AL)
AL
01/01/2008 - 04/11/2024
WELLS FARGO CLEARING SERVICES, LLC (FLORENCE AL)
AL
09/18/1981 - 01/03/2008
A. G. EDWARDS & SONS, INC. (FLORENCE AL)
BC
Issued 12/07/1984
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 01/02/2023
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 09/02/1987
Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)
BC
Issued 02/26/1985
Series 4 - Registered Options Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/18/1981
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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