Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Fermin? Claim Your ProfileFermin Ruybal is an investment advisor representative with Fidelity Personal And Workplace Advisors. Fermin has been in the securities industry since 1993. Fermin has a wide range of experience and is registered in Colorado, Florida, and Texas. Fermin provides financial planning, portfolio management for individuals and businesses, and educational seminars. Fermin is committed to helping his clients achieve their financial goals.
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
FL
07/13/2018 - Present
Fidelity Personal AND Workplace Advisors (PALM BEACH GARDENS FL)
CO
10/01/2012 - 12/31/2013
J.P. MORGAN SECURITIES LLC (DENVER CO)
CO
07/06/2005 - 10/01/2012
CHASE INVESTMENT SERVICES CORP. (DENVER CO)
IL
11/15/2004 - 07/06/2005
BANC ONE SECURITIES CORPORATION (CHICAGO IL)
TX
02/06/1992 - 05/04/2004
CHARLES SCHWAB & CO., INC. (WESTLAKE TX)
NA
11/29/1991 - 02/12/1992
COLORADO NATIONAL BROKERAGE, INC.
CO
11/07/1989 - 01/01/1990
R A F FINANCIAL CORPORATION (DENVER CO)
NA
07/18/1989 - 11/24/1989
WALL STREET WEST, INC.
BOTH
Issued 04/27/2016
Series 66 - Uniform Combined State Law Examination
IA
Issued 06/20/1997
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/18/1989
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 01/02/2023
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 08/16/1994
Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/15/1989
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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