Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Reuben? Claim Your ProfileReuben Flores Urmeneta is a financial advisor with Fidelity Personal and Workplace Advisors. Reuben has been in the financial industry since December 2007 and has been registered with Fidelity Brokerage Services LLC since January 2006. Reuben is licensed to provide investment advice in 53 states and is registered with the Financial Industry Regulatory Authority (FINRA). Reuben is currently affiliated with Fidelity Personal and Workplace Advisors in St. Augustine, FL and Jacksonville, FL. Reuben provides financial planning, educational seminars, and portfolio management services for individuals and businesses.
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.
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.
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2
FL
04/14/2023 - Present
Fidelity Personal AND Workplace Advisors (ST AUGUSTINE FL)
FL
01/01/2006 - 10/01/2018
FIDELITY BROKERAGE SERVICES LLC (JACKSONVILLE FL)
BOTH
Issued 03/31/2023
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/19/2006
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/28/2005
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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