Michael Ross

Employer firm

Financial Connection, Inc CRD 120191

$93.7K regulatory AUM 3 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 10/1988 → Present
  Financial Connection Inc
  Boca Raton, FL
• 01/1997 → Present
  Broker Connection Inc
  Farmingdale, NY

Other Businesses

BROKER CONNECTION INC 1111 Route 110, Farmingdale, NY 11735 PRESIDENT 01/1997-PRESENT BROKERAGE INSURANCE GENERAL AGENCY NON INVESTMENT RELATED FINANCIAL CONNCETION INC PRESIDENT 10/1988 - PRESENT REGISTERED INVESTMENT ADVISOR / EMP BENEFITS CONSULTANT, FINANCIAL PLANNING BUSINESS ARE RUN CONCURRENTLY 200+ HOURS PER MONTH. OPEN DURING HOURS MARKET OPEN.

Exams

• S63 Uniform Securities Agent State Law Examination
  1985-09-06

Designations

• Certified Financial Planner