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Luis E Salas ruiz

First Financial Consulting

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About Luis E Salas ruiz

Luis Salas ruiz is a financial advisor registered with First Financial Consulting. Luis Salas ruiz has been in the industry for over two years. Luis Salas ruiz is a registered Investment Advisor Representative in California. Luis Salas ruiz is also licensed to provide financial advice in California. Luis Salas ruiz has experience working with high-net-worth individuals, individuals other than high-net-worth, pension and profit-sharing plans, and corporations or other businesses. Luis Salas ruiz's primary area of expertise is financial planning. Luis Salas ruiz specializes in providing financial advice and portfolio management services for individuals and businesses.

Firm Information

Luis Salas ruiz is currently registered with First Financial Consulting. First Financial Consulting is an independent, fee-only financial advisory firm with over $500 million in assets under management. Founded by [missing founder information], the firm offers a range of services including financial planning, portfolio management, and pension consulting. They serve a diverse client base of high-net-worth individuals, corporations, and individuals with less than $1 million in assets. Their focus is on providing personalized financial advice and helping clients reach their financial goals.

$500.00M

Assets Under Management

597

Total Clients

6

Total Financial Advisors

Services Offered

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.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

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.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Luis Salas ruiz’s Registration & Firm History

CA

08/07/2024 - Present

First Financial Consulting (PASADENA CA)

CA

09/22/2022 - 06/03/2024

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (EL SEGUNDO CA)

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Licenses & Designations

BOTH

Issued 11/10/2022

Series 66 - Uniform Combined State Law Examination

BC

Issued 09/22/2022

Series 7TO - General Securities Representative Examination

BC

Issued 08/19/2022

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Luis E Salas ruiz.
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