Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Anthony? Claim Your ProfileAnthony Ruiz is a financial advisor registered with LPL Financial LLC, a large firm with over $50 billion in assets under management. Anthony is a CERTIFIED FINANCIAL PLANNER™ professional and specializes in working with individuals, businesses, high net worth individuals, corporations, charitable organizations, and pension and profit-sharing plans. Anthony has over 10 years of experience in the financial services industry and is licensed to provide investment advice in several states including Ohio and Texas. Anthony's current employment history includes time at Edward Jones and The Huntington Investment Company, as well as previous experience at Fifth Third Bank and Fifth Third Securities.
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.
Consulting and other non-discretionary advisory 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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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2
OH
04/08/2024 - Present
LPL Financial LLC (TOLEDO OH)
OH
06/29/2020 - 04/09/2024
EDWARD JONES (SYLVANIA OH)
OH
04/23/2015 - 06/29/2020
THE HUNTINGTON INVESTMENT COMPANY (TOLEDO OH)
OH
08/11/2014 - 04/01/2015
FIFTH THIRD SECURITIES, INC. (HOLLAND OH)
IA
Issued 03/11/2017
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/29/2014
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/13/2017
Series 7 - General Securities Representative Examination
BC
Issued 08/11/2014
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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