Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Ruben? Claim Your ProfileRuben Guerra has been a registered Investment Advisor since 1992. Ruben is currently registered in New Mexico and Texas and has been a registered Investment Advisor since 1992. He has worked in the investment industry for over 30 years, and has a diverse background in financial services. Ruben has worked for several prominent firms, including Lehman Brothers Inc., Smith Barney Inc., and PaineWebber Incorporated. Ruben Guerra is the founder of Guerra Investment Advisors, which is based in El Paso, Texas. The firm specializes in providing financial planning and investment management services to individuals and families.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Active investment managment
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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2
TX
04/12/2006 - Present
Guerra Investment Advisors (EL PASO TX)
TN
01/28/2009 - 06/04/2009
SILVER OAK SECURITIES, INCORPORATED (JACKSON TN)
TX
10/18/2005 - 06/13/2006
CAMBRIDGE LEGACY SECURITIES L.L.C. (ELPASO TX)
TN
08/28/1995 - 10/20/2005
SECURITIES SERVICE NETWORK, INC. (KNOXVILLE TN)
NJ
07/22/1994 - 08/08/1995
PAINEWEBBER INCORPORATED (WEEHAWKEN NJ)
NY
07/31/1993 - 07/22/1994
SMITH BARNEY INC. (NEW YORK NY)
NY
04/11/1988 - 07/31/1993
LEHMAN BROTHERS INC. (NEW YORK NY)
NA
03/25/1987 - 04/11/1988
E. F. HUTTON & COMPANY INC
IA
Issued 10/01/1992
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/04/1987
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/24/1994
Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)
BC
Issued 06/27/1987
Series 3 - National Commodity Futures Examination
BC
Issued 03/21/1987
Series 7 - General Securities Representative Examination
Active
Inactive
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