Unclaimed
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 industry for over 24 years and has a broad range of experience in the industry. Ruben is a registered representative with FINRA and has a Series 7, Series 10, Series 9, Series 27, Series 52, Series 53, Series 66, and Series 99 licenses. Ruben is also registered with the Securities and Exchange Commission (SEC) as an Investment Advisor Representative.
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 05/25/2018
Series 66 - Uniform Combined State Law Examination
BC
Issued 04/11/2006
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 09/30/2003
Series 53 - Municipal Securities Principal Examination
BC
Issued 12/01/1998
Series 27 - Financial and Operations Principal Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 01/02/2023
Series 52TO - Municipal Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/27/1998
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
Not sure Ruben Trenche olivero is the right advisor for you? Invested Better is here to help.
