Unclaimed
Edgar Ruiz is a financial advisor registered with the state of California. Edgar is currently employed by Franklin Distributors, LLC and is located in Pasadena, California. Edgar has been in the financial industry since April 5, 2017. Edgar holds a Series 7, Series 66 and SIE license. Prior to his current employment, Edgar was employed by Lincoln Financial Advisors Corporation.
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.
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.
1
2
CA
10/29/2021 - Present
Franklin Distributors, LLC (PASADENA CA)
CA
02/27/2017 - 09/20/2021
LINCOLN FINANCIAL ADVISORS CORPORATION (IRVINE CA)
BOTH
Issued 05/01/2017
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/27/2017
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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