Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Ruben? Claim Your ProfileRuben Cisneros is a financial advisor at Seacrest Wealth Management, LLC. Ruben has been working in the financial industry for over 20 years and is registered in California. Ruben's previous experience includes positions at Merrill Lynch, Pierce, Fenner & Smith Incorporated, Citigroup Global Markets Inc., and American Express Financial Advisors Inc. Ruben has obtained the Series 7 and Series 66 licenses and holds the Certified Financial Planner designation. Ruben focuses on providing financial planning, portfolio management, and pension consulting services to individuals, high net worth individuals, corporations, and charitable organizations.
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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CA
06/04/2020 - Present
Seacrest Wealth Management, LLC (LONG BEACH CA)
CA
01/07/2008 - 06/02/2020
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (LOS ANGELES CA)
CA
08/17/2004 - 11/30/2007
CITIGROUP GLOBAL MARKETS INC. (ROLLING HILLS CA)
MN
12/14/2001 - 09/11/2003
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
MN
12/14/2001 - 09/11/2003
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
MN
11/03/1999 - 05/31/2000
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
MN
11/03/1999 - 05/31/2000
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
BOTH
Issued 12/09/1999
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/02/1999
Series 7 - General Securities Representative Examination
Active
Inactive
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