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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jeffrey? Claim Your ProfileJeffrey Keith Ruffing is a registered representative and investment advisor representative associated with Osaic FA, Inc. based in Monroeville, PA. Jeffrey has been in the securities industry since September 22, 2006. Prior to joining Osaic FA, Inc., Jeffrey was associated with MetLife Securities Inc. and Ameriprise Financial Services, Inc. Jeffrey holds a Series 66 and Series 7 licenses, and a Securities Industry Essentials Examination. Jeffrey is registered in California, Maryland, Pennsylvania, and Virginia. Jeffrey specializes in retirement planning, investment advice, financial planning, and portfolio management. Jeffrey also offers insurance products through MOSAIC Employee Benefits and RUFFING FINANCIAL SERVICES (RFS) LLC.
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.
Retirement plan consulting services provided on a limited basis.
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.
1
2
PA
11/20/2015 - Present
Osaic FA, Inc. (MONROEVILLE PA)
PA
09/19/2011 - 11/25/2015
METLIFE SECURITIES INC. (DELMONT PA)
PA
03/13/2002 - 03/09/2007
AMERIPRISE FINANCIAL SERVICES, INC. (MONROEVILLE PA)
MN
03/13/2002 - 07/03/2006
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
BOTH
Issued 11/08/2011
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/16/2011
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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