Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Catina? Claim Your ProfileCatina Marie Ruiz is a financial advisor with First Command Advisory Services. Catina has been in the financial services industry since 2004 and is registered with the state of Texas as both a broker-dealer and an investment advisor representative. Catina also holds the Series 6, Series 63, and Series 65 securities licenses. Catina is a Certified Financial Planner™ professional. First Command Advisory Services is a financial firm providing financial advice to individuals, businesses and institutional clients.
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.
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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TX
10/20/2022 - Present
First Command Advisory Services (FORT WORTH TX)
IA
Issued 07/13/2005
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/13/2004
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/01/2004
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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