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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Daniel? Claim Your ProfileDaniel Roy Ruble is an investment advisor representative at Fisher Investments. Daniel Roy Ruble has been in the industry for over 30 years, having worked with various companies including Andover Brokerage, L.L.C., ABN AMRO Chicago Corporation, ABN AMRO Securities (USA) INC., The Chicago Corporation, East/West Securities Co., Alamo Capital, Jefferies & Company, Inc., Dean Witter Reynolds Inc., and currently at Fisher Investments. Daniel Roy Ruble has passed the Series 63 and Series 7 exams in the United States, and also holds the Series 65 license.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Strategic management for diversified investment portfolios.
Portfolio assessment
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.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
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TX
10/04/2023 - Present
Fisher Investments (PLANO TX)
NY
10/15/2001 - 01/03/2002
ANDOVER BROKERAGE, L.L.C. (MONTEBELLO NY)
CT
01/02/1997 - 12/10/1997
ABN AMRO CHICAGO CORPORATION (STAMFORD CT)
CT
03/04/1996 - 01/02/1997
ABN AMRO SECURITIES (USA) INC. (STAMFORD CT)
IL
03/04/1996 - 01/02/1997
THE CHICAGO CORPORATION (CHICAGO IL)
CA
05/16/1994 - 07/21/1994
EAST/WEST SECURITIES CO. (SAN FRANCISCO CA)
CA
05/09/1994 - 07/13/1994
EAST/WEST SECURITIES CO. (SAN FRANCISCO CA)
CA
03/09/1994 - 05/04/1994
ALAMO CAPITAL (WALNUT CREEK CA)
NY
10/25/1993 - 03/09/1994
JEFFERIES & COMPANY, INC. (NEW YORK NY)
NY
01/17/1992 - 07/15/1992
DEAN WITTER REYNOLDS INC. (PURCHASE NY)
NA
01/02/1985 - 01/18/1985
JEFFERIES & COMPANY, INC.
IA
Issued 05/07/2007
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/06/1992
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/16/1992
Series 7 - General Securities Representative Examination
Active
Inactive
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