Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Annette? Claim Your ProfileAnnette Ruh is a financial advisor at Raymond James Financial Services Advisors, Inc. Annette has been working in the financial industry since 2005. Annette holds Series 7, 9, 63 and 65 licenses, as well as the SIE. Annette has worked for several firms, including Morgan Stanley, RBC Capital Markets, LLC, Oppenheimer & Co. Inc. and Citigroup Global Markets Inc. Annette specializes in providing financial planning, portfolio management, and other advisory services to individuals, businesses, and institutions. Annette is a registered investment advisor in Florida and New Jersey.
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.
Hourly & fixed rate consultations
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Per participant (erisa)
1
2
FL
11/12/2021 - Present
Raymond James Financial Services Advisors, Inc. (Odessa FL)
FL
06/30/2017 - 11/22/2021
MORGAN STANLEY (Tampa FL)
NJ
01/12/2012 - 04/27/2016
RBC CAPITAL MARKETS, LLC (PARAMUS NJ)
NJ
12/19/2007 - 01/18/2012
OPPENHEIMER & CO. INC. (FLORHAM PARK NJ)
NJ
10/18/2005 - 12/20/2007
CITIGROUP GLOBAL MARKETS INC. (RIDGEWOOD NJ)
IA
Issued 10/04/2008
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/23/2005
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/28/2006
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/17/2005
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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