Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Ira? Claim Your ProfileIra Michael Ruby is an active investment advisor representative and registered representative with Morgan Stanley. Ira has over 25 years of experience in the financial services industry. Ira earned the Series 63 and Series 65 licenses in 1996 and the Series 7 and SIE licenses in 1996 and 2018, respectively. Ira has been registered with Morgan Stanley since 2009 and previously held positions with Citigroup Global Markets Inc. and The Robinson-Humphrey Company, LLC. Ira is registered in 26 states and has a broad range of experience in financial planning, portfolio management, and other investment-related services. Ira is also a board member of The Chatham Club, a restaurant/bar/nightclub in Savannah, Georgia.
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.
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.
Strategic management for diversified investment portfolios.
Asset allocation advice
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.
Fees calculated based on the performance of your investments relative to a benchmark.
See schedule d miscellaneous
1
2
GA
04/15/2020 - Present
Morgan Stanley (Savannah GA)
GA
04/25/2000 - 06/01/2009
CITIGROUP GLOBAL MARKETS INC. (SAVANNAH GA)
GA
01/04/1996 - 04/25/2000
THE ROBINSON-HUMPHREY COMPANY, LLC (ATLANTA GA)
IA
Issued 01/15/1996
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/05/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/03/1996
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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