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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 Javier Frezzotti is a Miami, Florida-based financial advisor with over 20 years of experience in the industry. He is currently registered with INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC in Florida. Previously, Ruben has held positions with RAYMOND JAMES & ASSOCIATES, INC., MORGAN KEEGAN & COMPANY, INC., PFIC SECURITIES CORPORATION, and SALOMON SMITH BARNEY INC. Ruben is a licensed Investment Advisor Representative and holds Series 7, 31, and 63 licenses. Ruben also holds a Series 65 license, signifying his expertise in investment advisory services. He has experience providing financial planning, portfolio management for individuals and businesses, and pension consulting 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.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
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
FL
01/20/2024 - Present
International Assets Investment Management, LLC (Miami FL)
FL
02/13/2013 - 10/10/2023
RAYMOND JAMES & ASSOCIATES, INC. (CORAL GABLES FL)
FL
07/28/2004 - 02/13/2013
MORGAN KEEGAN & COMPANY, INC. (CORAL GABLES FL)
TN
02/20/2003 - 08/04/2004
PFIC SECURITIES CORPORATION (FRANKLIN TN)
NY
09/12/2001 - 12/06/2001
SALOMON SMITH BARNEY INC. (NEW YORK NY)
IA
Issued 12/13/2005
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 7/22/2005
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/5/2006
Series 31 - Futures Managed Funds Examination
BC
Issued 9/11/2001
Series 7 - General Securities Representative Examination
Active
Inactive
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