Unclaimed
Alexander Evan Ruby is a financial advisor with over 7 years of experience in the financial industry. Alexander is registered with the state of Florida and is an Investment Adviser Representative of Asset Planning Corp. Alexander is also a registered representative of Financial Planning Investment Group, Inc. Alexander provides financial planning and investment management services to individuals, families, and businesses. Alexander is a Chartered Financial Consultant (ChFC).
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.
Personalized portfolio management to meet individual financial objectives.
Hourly consulting
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.
1
2
FL
03/02/2020 - Present
Asset Planning Corp. (W. PALM BEACH FL)
BOTH
Issued 08/10/2019
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/12/2016
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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