Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jeff? Claim Your ProfileJeff Oscar Ruen is a financial advisor with over 23 years of experience in the industry. Jeff is registered with Principal Securities, Inc. in Austin, TX. Jeff has a strong background in financial planning and portfolio management, working with individual clients as well as corporations, pension plans, and charitable organizations. Jeff has been registered with Principal Securities, Inc. since January 20, 2017. Before that, Jeff was employed by PARK AVENUE SECURITIES LLC, PRUCO SECURITIES, LLC., EQUITY SERVICES, INC., PROEQUITIES, INC., and PRUCO SECURITIES, LLC. Jeff's specializations include financial planning, retirement planning, insurance, and investment management. Jeff provides a wide range of services to his clients, including investment advice, portfolio management, and financial planning. Jeff is committed to providing his clients with the highest level of service and helping them 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.
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.
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.
Seminar fees, solicitors fees, subscription consulting fees
1
2
TX
01/20/2017 - Present
Principal Securities, Inc. (AUSTIN TX)
TX
10/21/2014 - 01/03/2017
PARK AVENUE SECURITIES LLC (AUSTIN TX)
TX
06/16/2011 - 09/17/2014
PRUCO SECURITIES, LLC. (Leander TX)
TX
06/03/2009 - 06/03/2011
EQUITY SERVICES, INC. (AUSTIN TX)
TX
02/06/2007 - 05/15/2009
PROEQUITIES, INC. (THE WOODLANDS TX)
TX
08/19/1999 - 02/01/2007
PRUCO SECURITIES, LLC. (HOUSTON TX)
BOTH
Issued 07/19/1999
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/04/2004
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/18/1999
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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