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Francheska M Ruiz

Tobias Financial Advisors

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About Francheska M Ruiz

Francheska Ruiz is a financial advisor registered with Tobias Financial Advisors. Francheska has been in the financial industry since 2017. Francheska Ruiz is also registered with the following states: Arizona, California, Colorado, Connecticut, Delaware, District of Columbia, Florida, Georgia, Illinois, Indiana, Iowa, Kansas, Kentucky, Maryland, Massachusetts, New Jersey, New York, North Carolina, Ohio, South Carolina, South Dakota, Texas, Virginia, and Washington. Francheska has passed the Series 66, SIE and Series 7 exams. Francheska is a Certified Financial Planner. Francheska Ruiz specializes in working with high-net-worth individuals and pension and profit sharing plans.

Firm Information

Francheska Ruiz is currently registered with Tobias Financial Advisors. Tobias Financial Advisors, based in Plantation, FL, is an investment advisory firm specializing in financial planning and portfolio management for individuals and high-net-worth individuals. The firm also provides retirement plan advisory services. Tobias Financial Advisors has over $756 million in regulatory assets under management.
Tobias Financial Advisors

1000 S. PINE ISLAND ROAD

PLANTATION, FL 33324

$756.16M

Assets Under Management

8

Total Clients

8

Total Financial Advisors

Services Offered

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.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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retirement plan advisory service

Retirement plan advisory service

Fee Structure

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.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Francheska Ruiz’s Registration & Firm History

FL

01/17/2025 - Present

Tobias Financial Advisors (PLANTATION FL)

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Licenses & Designations

BOTH

Issued 09/22/2017

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 07/27/2017

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

C

Cboe BYX Exchange, Inc.

C

Cboe BZX Exchange, Inc.

C

Cboe Exchange, Inc.

F

FINRA

I

Investors' Exchange LLC

N

Nasdaq Stock Market

N

New York Stock Exchange

Disclosures

There are no public disclosures for Francheska M Ruiz.
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