Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Peter? Claim Your ProfilePeter Canisius Ruh is a financial advisor who provides a variety of investment-related services. Peter works with Secure Asset Management, LLC, a company that offers investment advisory services to individuals and institutions. Peter has been in the financial services industry since 2002, having previous positions with Wells Fargo Advisors LLC and RFG Advisory, LLC. Peter has a Series 7, Series 66 and SIE licenses. Peter also offers a number of services including Financial Planning, Pension Consulting and Selection of Other Advisors.
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.
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.
Solicitor for 3rd party money managers
1
2
CO
03/28/2024 - Present
Secure Asset Management, LLC (Boulder CO)
CO
01/03/2011 - 10/12/2021
WELLS FARGO CLEARING SERVICES, LLC (BOULDER CO)
CO
05/05/2008 - 01/03/2011
WELLS FARGO INVESTMENTS, LLC (NORTHGLENN CO)
CO
04/15/2005 - 05/05/2008
H&R BLOCK FINANCIAL ADVISORS, INC. (BOULDER CO)
MO
05/10/2002 - 04/19/2005
A. G. EDWARDS & SONS, INC. (ST. LOUIS MO)
BOTH
Issued 04/15/2002
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/31/2024
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/12/2002
Series 7 - General Securities Representative Examination
Active
Inactive
Not sure Peter Ruh is the right advisor for you? Invested Better is here to help.
