Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Rene? Claim Your ProfileRene Alejandro Ruiz is a financial advisor with Cambridge Investment Research Advisors, Inc. in SAN ANTONIO, TX. Rene has been in the financial services industry since 1989 and has worked for several firms before joining Cambridge. Rene is licensed to provide securities and investment advisory services in Colorado and Texas. Rene specializes in providing financial planning, pension consulting, educational seminars, market timing services, selection of other advisors, and portfolio management for businesses and individuals.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Solicitation fees from 3rd party money managers
1
2
TX
06/29/2012 - Present
Cambridge Investment Research Advisors, Inc. (SAN ANTONIO TX)
TX
02/04/2010 - 07/05/2012
TRANSAMERICA FINANCIAL ADVISORS, INC (SAN ANTONIO TX)
TX
08/03/2009 - 10/22/2009
FARMERS FINANCIAL SOLUTIONS, LLC (SAN ANTONIO TX)
TX
04/30/1991 - 08/13/2007
USAA INVESTMENT MANAGEMENT COMPANY (SAN ANTONIO TX)
PA
02/05/1991 - 04/24/1991
AMERICAN CAPITAL CORPORATION (VALLEY FORGE PA)
NY
05/24/1988 - 02/27/1991
MONY SECURITIES CORP. (NEW YORK NY)
NY
05/24/1988 - 10/15/1990
THE MUTUAL LIFE INSURANCE COMPANY OF NEW YORK (NEW YORK NY)
NA
08/24/1987 - 04/19/1988
MML INVESTORS SERVICES, INC.
NA
08/24/1987 - 01/02/1988
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY
NA
04/07/1987 - 06/11/1987
WADDELL & REED, INC.
BC
Issued 10/07/1987
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/12/1995
Series 7 - General Securities Representative Examination
BC
Issued 04/06/1987
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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