Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Daniel? Claim Your ProfileDaniel Edward Ruble is a registered investment advisor representative at Regal Investment Advisors LLC. Daniel has been in the industry since January 15, 2019, and is registered to provide investment advice in Michigan and Ohio. Daniel holds the Series 7, Series 24, Series 66, and SIE licenses. Daniel's current firm, Regal Investment Advisors LLC, is a registered investment advisor with a focus on providing financial planning, portfolio management, and pension consulting services to individuals, businesses, and charitable organizations.
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.
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.
Third party fees
1
2
MI
12/10/2019 - Present
Regal Investment Advisors LLC (KENTWOOD MI)
MI
02/04/2015 - 12/28/2015
EDWARD JONES (GRAND RAPIDS MI)
BOTH
Issued 05/31/2024
Series 66 - Uniform Combined State Law Examination
BC
Issued 02/18/2020
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
SIE - Securities Industry Essentials Examination
BC
Issued 01/02/2020
Series 7TO - General Securities Representative Examination
BC
Issued 02/04/2015
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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