Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert Richard Ruhl is an active financial advisor licensed in multiple states. Robert has been in the industry since 2015 and is currently affiliated with Commonwealth Financial Network in Aurora, Colorado. Robert has experience with Edward Jones, Waddell & Reed, and J.P. Morgan Institutional Investments Inc., demonstrating a breadth of experience in the financial industry. He offers a variety of services, including financial planning, pension consulting, educational seminars, publication of periodicals, and portfolio management 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.
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.
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2
CO
01/26/2024 - Present
Commonwealth Financial Network (Aurora CO)
CO
11/20/2017 - 02/02/2024
EDWARD JONES (Denver CO)
CO
07/21/2016 - 04/03/2017
WADDELL & REED (DENVER CO)
KS
01/31/2011 - 10/09/2012
J.P. MORGAN INSTITUTIONAL INVESTMENTS INC. (OVERLAND PARK KS)
BOTH
Issued 12/16/2017
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/15/2010
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/21/2016
Series 7 - General Securities Representative Examination
BC
Issued 01/28/2011
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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