Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Ricardo? Claim Your ProfileRicardo Cruz is a financial advisor who has been working in the industry since 2008. Ricardo is currently registered with PFS Investments Inc. in West Palm Beach, FL. Prior to PFS Investments Inc., Ricardo was employed by WELLS FARGO ADVISORS, LLC in Philadelphia, PA. Ricardo holds FINRA Series 6, SIE and Series 63 licenses.
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.
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.
A percentage of the total value of assets under management is charged.
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2
FL
06/09/2011 - Present
PFS Investments Inc. (WEST PALM BEACH FL)
PA
03/07/2007 - 09/02/2009
WELLS FARGO ADVISORS, LLC (PHILADELPHIA PA)
BC
Issued 03/09/2007
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/05/2007
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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