Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Ruben? Claim Your ProfileRuben Gerardo Angulo is an investment advisor representative with Trajan Wealth, LLC, and has been in the industry since 2012. Ruben has been registered with the state of Arizona since March 2018. He is currently licensed as an insurance agent and has experience in rental properties and vending machines. Ruben holds the Series 65 license and provides advisory services to individuals, investment companies and high-net-worth individuals. Ruben provides financial planning, educational seminars, and selection of other advisers.
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.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
Strategic management for diversified investment portfolios.
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.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
1031 advisory fees
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AZ
03/30/2018 - Present
Trajan Wealth, LLC (SCOTTSDALE AZ)
IA
Issued 04/24/2014
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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