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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Ruben? Claim Your ProfileRuben Alfredo Trenche olivero is a financial advisor with Merrill Lynch, Pierce, Fenner & Smith Inc. Ruben has been in the financial services industry since 1998. Ruben's current registrations include Florida, Texas, and the Virgin Islands. Ruben's previous employers include Citigroup Global Markets Inc. and Doral Securities, Inc. Ruben has a wide range of experience in the financial services industry. Ruben has passed multiple exams including Series 66, 10, 9, 53, 27, 99TO, 52TO, SIE, and 7. Ruben has expertise in providing financial planning, portfolio management, and investment advisory 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.
Guidance on pension options to ensure a secure financial future.
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.
Performance measurement reports, allocation modeling, ips, research reports and services, see schedule d
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.
1
2
PR
09/14/2020 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (GUAYNABO PR)
NY
06/08/2001 - 06/12/2003
CITIGROUP GLOBAL MARKETS INC. (NEW YORK NY)
PR
06/29/1998 - 01/23/2001
DORAL SECURITIES, INC. (PUERTO NUEVO PR)
BOTH
Issued 5/25/2018
Series 66 - Uniform Combined State Law Examination
BC
Issued 4/11/2006
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 11/10/2005
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 9/30/2003
Series 53 - Municipal Securities Principal Examination
BC
Issued 12/1/1998
Series 27 - Financial and Operations Principal Examination
BC
Issued 1/2/2023
Series 99TO - Operations Professional Examination
BC
Issued 1/2/2023
Series 52TO - Municipal Securities Representative Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 6/27/1998
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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