Michael Ross (CRD# 1392796) is an Investment Advisor Representative working at Financial Connection, Inc. in Boca Raton, FL and has over 38 years of experience in the finance industry. Michael Ross has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
CRD# 4778193
Global Wealth Management Investment Advisory, Inc.
CRD# 1235698
World Equity Group, Inc.
CRD# 5870573
Merrill Lynch, Pierce, Fenner & Smith Incorporated
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Broker Connection Inc. | Farmingdale, NY | Jan 1997 - Current | 27 |
| Financial Connection Inc. | Boca Raton, FL | Oct 1988 - Current | 35 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Sep 1985 |
- FL
-
Total Assets Under Management0MILLIONS
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Total Number of Accounts5ACCOUNTS
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Average Account Value$20,780
- A percentage of assets under your management
- Hourly charges
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
FL
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