Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jordy? Claim Your ProfileJordy Josue Ruiz is a registered investment advisor representative at IFB Wealth Management LLC. Jordy Ruiz has 3 years of experience in the securities industry. Jordy Ruiz is licensed in Florida. The advisor's specializations include retirement plans, portfolio management for individuals and selection of other advisors. Jordy Ruiz works with high net worth individuals, corporations or other businesses, and individuals other than high net worth. The advisor's previous employers include ACP Securities, LLC and Wells Fargo Clearing Services, 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.
Guidance on pension options to ensure a secure financial future.
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.
A percentage of the total value of assets under management is charged.
Referral fees
1
2
FL
03/17/2022 - Present
IFB Wealth Management LLC (MIAMI FL)
FL
03/18/2022 - 08/19/2022
ACP SECURITIES, LLC (MIAMI FL)
FL
11/04/2021 - 03/07/2022
WELLS FARGO CLEARING SERVICES, LLC (MIAMI FL)
BOTH
Issued 01/04/2022
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/04/2021
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2021
SIE - Securities Industry Essentials Examination
Active
Inactive
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