Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Ruben? Claim Your ProfileRuben Ferrer is a financial advisor with Alliancebernstein LP in Miami, FL. Ruben has been in the financial services industry since March 8, 2019 and has held prior roles at J.P. Morgan Securities LLC, Morgan Stanley, and Citigroup Global Markets Inc. Ruben Ferrer has experience providing financial advice and portfolio management services to individuals, businesses, and institutional clients. Ruben Ferrer is registered with FINRA and holds the Series 7, Series 66, and SIE licenses.
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.
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.
Strategic management for diversified investment portfolios.
Asset allocation
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.
Fees calculated based on the performance of your investments relative to a benchmark.
1
2
FL
10/30/2024 - Present
Alliancebernstein LP (MIAMI FL)
FL
12/20/2021 - 02/23/2022
J.P. MORGAN SECURITIES LLC (Miami FL)
FL
05/21/2019 - 09/23/2021
MORGAN STANLEY (Miami FL)
FL
11/20/2018 - 05/13/2019
CITIGROUP GLOBAL MARKETS INC. (MIAMI FL)
BOTH
Issued 09/08/2019
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/21/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/20/2018
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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