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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Felix? Claim Your ProfileFelix Ruiz is a financial advisor with Fidelity Personal And Workplace Advisors. Felix Ruiz has been working in the financial industry for over 6 years. Felix Ruiz is registered with FINRA and has a Series 7, Series 6, Series 63 and Series 9 license. Felix Ruiz specializes in providing financial advice to individuals, corporations, and charitable organizations. Felix Ruiz also provides financial planning services. Felix Ruiz's previous firms include Robinhood Financial, LLC and PlanMember Securities 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.
Comprehensive financial plans to help you achieve your personal and business goals.
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
UT
01/18/2022 - Present
Fidelity Personal AND Workplace Advisors (SALT LAKE CITY UT)
AZ
04/07/2021 - 05/03/2021
ROBINHOOD FINANCIAL, LLC (Tempe AZ)
CA
12/06/2018 - 12/04/2020
PLANMEMBER SECURITIES CORPORATION (CARPINTERIA CA)
IA
Issued 12/23/2019
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/04/2019
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/22/2021
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 05/31/2019
Series 7TO - General Securities Representative Examination
BC
Issued 12/06/2018
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 10/09/2018
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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