Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert Ruiz is an investment advisor representative currently registered with PFS Investments Inc. in Coeur d'Alene, Idaho. Robert has been in the industry since May 1998 and has passed the Series 6, Series 63, and SIE exams. Robert's experience includes previous work with PFS Investments Inc. in Colorado Springs, Colorado and Duluth, Georgia.
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
ID
02/14/2024 - Present
PFS Investments Inc. (COEUR D'ALENE ID)
CO
05/08/1998 - 10/03/2022
PFS INVESTMENTS INC. (COLORADO SPRINGS CO)
GA
09/06/1996 - 01/22/1998
PFS INVESTMENTS INC. (DULUTH GA)
BC
Issued 03/15/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/05/1996
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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