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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you John? Claim Your ProfileJohn Michael Ruby is a financial advisor at MAI Capital Management, LLC. John Michael has been in the industry since 2006. John Michael specializes in providing financial planning, investment management, and selection of other advisors services. John Michael has a wide range of experience working with individuals, families, trusts, businesses, and institutions. John Michael holds Series 66, SIE, Series 31, and Series 7 licenses. John Michael is also a Certified Financial Planner.
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.
Strategic management for diversified investment portfolios.
Due diligence/research
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.
Fees calculated based on the performance of your investments relative to a benchmark.
Percentage of non-investment income
1
2
OH
01/03/2019 - Present
MAI Capital Management, LLC (CLEVELAND OH)
OH
11/19/2014 - 09/14/2015
FIFTH THIRD SECURITIES, INC. (CONCORD OH)
OH
05/27/2011 - 11/18/2014
EDWARD JONES (SOLON OH)
OH
11/19/2008 - 05/23/2011
TD AMERITRADE, INC. (BEACHWOOD OH)
OH
01/13/2006 - 11/20/2008
NATCITY INVESTMENTS, INC. (CUYAHOGA FALLS OH)
NY
06/29/2005 - 10/19/2005
MORGAN STANLEY DW INC. (PURCHASE NY)
BOTH
Issued 07/13/2005
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/14/2015
SIE - Securities Industry Essentials Examination
BC
Issued 07/29/2005
Series 31 - Futures Managed Funds Examination
BC
Issued 06/27/2005
Series 7 - General Securities Representative Examination
Active
Inactive
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