Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Mario? Claim Your ProfileMario Luis Ruiz is an Investment Advisor Representative associated with Regal Investment Advisors LLC. Mario has been in the industry for 6 years, specializing in a range of financial services. Mario has a Series 65 license and is registered with the state of Texas. Mario is also an Insurance Agent for Regal Financial Group. Mario works with a variety of clients including high-net-worth individuals, corporations, and charitable organizations.
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.
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.
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.
Third party fees
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MI
09/27/2024 - Present
Regal Investment Advisors LLC (KENTWOOD MI)
IA
Issued 04/01/2023
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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