Unclaimed
Darin Ruttenberg is a financial advisor registered with Osaic Wealth, Inc. based in Senoia, GA. Darin specializes in financial planning, portfolio management, and pension consulting. Darin has extensive experience in the financial services industry, having worked with several firms including Wells Fargo Advisors, LLC, CUNA Brokerage Services, Inc., LPL Financial LLC, and Woodbury Financial Services, Inc..
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.
1
2
GA
10/01/2024 - Present
Osaic Wealth, Inc. (SENOIA GA)
GA
03/03/2023 - 01/19/2024
WOODBURY FINANCIAL SERVICES, INC. (SENOIA GA)
GA
01/06/2020 - 03/24/2023
LPL FINANCIAL LLC (PEACHTREE CITY GA)
FL
05/20/2016 - 01/07/2020
CUNA BROKERAGE SERVICES, INC. (FORT MYERS FL)
FL
02/07/2013 - 05/13/2016
WELLS FARGO ADVISORS, LLC (NAPLES FL)
FL
10/30/2012 - 01/18/2013
J.P. MORGAN SECURITIES LLC (NAPLES FL)
FL
12/09/2009 - 10/18/2012
FIFTH THIRD SECURITIES, INC. (FORT MYERS FL)
FL
03/04/2008 - 08/03/2009
FIFTH THIRD SECURITIES, INC. (FORT MYERS FL)
BOTH
Issued 11/22/2010
Series 66 - Uniform Combined State Law Examination
BC
Issued 06/09/2008
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/23/2010
Series 7 - General Securities Representative Examination
BC
Issued 03/03/2008
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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