Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you William? Claim Your ProfileWilliam Paul Ross is a financial professional with over 6 years of experience in the industry. William is registered with Woodmen Financial Services, Inc. and holds the Series 6 and Series 63 licenses, as well as the SIE exam. William is currently registered in Georgia and is able to provide investment advice to clients in that state.
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.
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.
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NE
02/08/2016 - Present
Woodmen Financial Services, Inc. (OMAHA NE)
BC
Issued 02/24/2016
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/08/2016
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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