Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Roberto? Claim Your ProfileRoberto Alejandro Ruvalcaba is a financial advisor with Fisher Investments, a firm with over $298.7 billion in assets under management. Roberto is a registered investment advisor in Florida and Texas. Roberto has over 14 years of experience in the financial services industry, including experience with Northwestern Mutual Investment Services, LLC, and Park Avenue Securities LLC. Roberto is a Series 6 and Series 63 licensed advisor and has also passed the Series 65 exam, the Uniform Investment Adviser Law Examination. Roberto specializes in portfolio management for individuals, businesses, investment companies, and pooled investment vehicles. Roberto also provides financial planning and portfolio assessment services.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Strategic management for diversified investment portfolios.
Portfolio assessment
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.
Fees calculated based on the performance of your investments relative to a benchmark.
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2
TX
07/27/2023 - Present
Fisher Investments (PLANO TX)
FL
06/21/2019 - 12/08/2021
PARK AVENUE SECURITIES LLC (MIAMI FL)
FL
09/19/2017 - 04/02/2019
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (MIAMI FL)
FL
07/06/2016 - 06/14/2017
NYLIFE SECURITIES LLC (SUNRISE FL)
IA
Issued 09/01/2020
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/08/2017
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/06/2016
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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