Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Roberto? Claim Your ProfileRoberto Ruiz velez is an investment advisor representative with Boreal Capital Management LLC, based in Miami, FL. Roberto has over 9 years of experience in the financial services industry. Roberto holds Series 7 and Series 66 licenses and has experience in portfolio management for individuals and businesses. Roberto has previously been employed by PNC Investments, BBVA Securities Inc., and Compass Bank.
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.
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.
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
FL
12/16/2024 - Present
Boreal Capital Management LLC (MIAMI FL)
FL
09/17/2021 - 11/30/2023
PNC INVESTMENTS (MIAMI FL)
FL
08/26/2015 - 09/17/2021
BBVA SECURITIES INC. (MIAMI FL)
BOTH
Issued 06/01/2016
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/26/2015
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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