Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you William? Claim Your ProfileWilliam Matthew Ross is a financial advisor with TIAA-CREF Individual & Institutional Services, LLC. William has been in the financial industry since August 3, 1998 and has experience with a variety of firms, including Merrill Lynch, Pierce, Fenner & Smith Incorporated, Fidelity Brokerage Services LLC, and Fidelity Investments Institutional Services Company, Inc. William holds the Series 6, 7, 63, 65, and 66 licenses. William is registered to provide financial advice in Delaware, District of Columbia, Maryland, New Jersey, North Carolina, Pennsylvania, South Carolina, Virginia, and West Virginia. William's firm specializes in providing financial planning, selection of other advisors, and portfolio management for individuals.
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.
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.
A percentage of the total value of assets under management is charged.
Compensation from affiliates
1
2
MD
09/21/2018 - Present
Tiaa-Cref Individual & Institutional Services, LLC (BALTIMORE MD)
MD
07/19/2016 - 09/14/2018
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (HUNT VALLEY MD)
PA
01/01/2008 - 04/04/2016
FIDELITY BROKERAGE SERVICES LLC (KING OF PRUSSIA PA)
MA
11/18/2005 - 01/01/2008
FIDELITY INVESTMENTS INSTITUTIONAL SERVICES COMPANY, INC. (MARLBOROUGH MA)
IN
12/18/2002 - 08/01/2005
LINCOLN FINANCIAL ADVISORS CORPORATION (FORT WAYNE IN)
IN
12/18/2002 - 08/01/2005
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (FORT WAYNE IN)
MD
09/21/2000 - 12/19/2002
T. ROWE PRICE INVESTMENT SERVICES, INC. (BALTIMORE MD)
MN
09/10/1999 - 10/29/1999
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
MN
09/10/1999 - 10/29/1999
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
MD
05/03/1999 - 09/03/1999
THE CHAPMAN CO. (COLUMBIA MD)
MD
01/01/1998 - 04/16/1999
T. ROWE PRICE INVESTMENT SERVICES, INC. (BALTIMORE MD)
BOTH
Issued 09/15/2011
Series 66 - Uniform Combined State Law Examination
IA
Issued 10/14/1998
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/05/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/21/1998
Series 7 - General Securities Representative Examination
BC
Issued 12/29/1997
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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