Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Ruba? Claim Your ProfileRuba Ghazi Zorob is an investment professional with over 8 years of experience in the financial services industry. Ruba has a wide range of experience in the financial services industry, having worked for firms such as Merrill Lynch, Pierce, Fenner & Smith Incorporated, J.P. Morgan Securities LLC, and Vanguard Marketing Corporation. Currently, Ruba is a Registered Representative and Investment Advisor Representative at Fidelity Personal And Workplace Advisors.
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.
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.
A percentage of the total value of assets under management is charged.
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2
NJ
01/05/2024 - Present
Fidelity Personal AND Workplace Advisors (WAYNE NJ)
CA
08/14/2017 - 02/08/2021
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (ENCINO CA)
CA
06/18/2015 - 07/26/2017
J.P. MORGAN SECURITIES LLC (GRANADA HILLS CA)
AZ
02/04/2014 - 06/09/2015
VANGUARD MARKETING CORPORATION (SCOTTSDALE AZ)
BC
Issued 11/02/2023
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 09/14/2017
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/25/2022
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/04/2014
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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