Unclaimed
Abraham Ruelas is an investment advisor representative with Ameriprise Financial Services, LLC. Abraham Ruelas has been in the industry for over 10 years. Abraham Ruelas is registered with the state of California as both a broker-dealer and an investment advisor representative. Abraham Ruelas is also registered with FINRA. Abraham Ruelas previously worked at MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED.
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.
Seminars designed to boost your financial literacy and investment knowledge.
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.
Asset allocation services
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.
A percentage of the total value of assets under management is charged.
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CA
04/23/2024 - Present
Ameriprise Financial Services, LLC (Los Angeles CA)
CA
06/27/2022 - 05/16/2023
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (MALIBU CA)
BOTH
Issued 08/29/2022
Series 66 - Uniform Combined State Law Examination
BC
Issued 06/27/2022
Series 7TO - General Securities Representative Examination
BC
Issued 05/20/2022
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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