Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Alejandro? Claim Your ProfileAlejandro Javier Ruiz is a financial advisor with over 10 years of experience in the financial services industry. Alejandro is a Certified Financial Planner™ and holds Series 7TO, SIE and Series 66 licenses. Alejandro's current role is with Evensky & Katz/foldes Wealth Management, a firm based in Coral Gables, Florida. Alejandro is registered in Florida and Texas.
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.
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.
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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FL
03/21/2023 - Present
Evensky & Katz/foldes Wealth Management (CORAL GABLES FL)
FL
03/08/2021 - 11/29/2021
EQUITABLE ADVISORS, LLC (MIAMI FL)
BOTH
Issued 10/05/2021
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/06/2021
Series 7TO - General Securities Representative Examination
BC
Issued 01/15/2021
SIE - Securities Industry Essentials Examination
Active
Inactive
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