Unclaimed
John Bradley Ruebsahm is a financial advisor with Advisors Asset Management, Inc., based in BOERNE, Texas. John has been in the financial services industry since 2004. John is registered with the state of Texas to provide investment advisory services. John also holds Series 7, Series 66, Series 79 and SIE licenses. John has previous experience with Raymond James Financial Services, Inc. and Waddell & Reed, Inc.
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.
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.
Supervisor/evaluator to unit investment trusts
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.
A percentage of the total value of assets under management is charged.
1
2
TX
04/24/2009 - Present
Advisors Asset Management, Inc. (BOERNE TX)
TX
07/21/2006 - 04/24/2009
RAYMOND JAMES FINANCIAL SERVICES, INC. (SAN ANTONIO TX)
TX
09/08/2004 - 07/26/2006
WADDELL & REED, INC. (SAN ANTONIO TX)
BOTH
Issued 11/16/2004
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/02/2023
Series 79TO - Investment Banking Registered Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/07/2004
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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