Unclaimed
Ian Ruebel is an Investment Advisor Representative at Hightower Advisors, LLC. Ian is licensed to provide investment advice in California and is registered as an Investment Advisor Representative. Ian has been in the financial services industry since 2012. Ian holds a Series 65 license. Ian has experience working with insurance companies, charitable organizations, high-net-worth individuals, corporations or other businesses, individuals other than high-net-worth, and pension and profit-sharing plans. Ian’s firm, Hightower Advisors, LLC provides a variety of financial services including financial planning, pension consulting, selection of other advisors, portfolio management for businesses, and portfolio management for individuals.
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.
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.
Treasury management for corporate clients
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Retainer or service fees or some combination of 1, 2, 4, 5 & 7
1
2
CA
06/08/2022 - Present
Hightower Advisors, LLC (Los Angeles CA)
IA
Issued 06/08/2022
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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