Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Ricky? Claim Your ProfileRicky Rivera is a Registered Investment Advisor and an Investment Adviser Representative associated with Safeguard Investment Advisory Group, LLC. Ricky has been in the industry since 1997, and is a licensed insurance professional in California as well. Ricky holds a Series 65 license for the Uniform Investment Adviser Law Examination and is registered with the state of California. Ricky has experience working with high net worth individuals, individuals other than high net worth, corporations or other businesses, pension and profit-sharing plans 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.
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.
A percentage of the total value of assets under management is charged.
1
2
CA
01/19/2011 - Present
Safeguard Investment Advisory Group, LLC (CORONA CA)
IA
Issued 01/14/2008
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
Not sure Ricky Rivera is the right advisor for you? Invested Better is here to help.
