Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Ruben? Claim Your ProfileRuben Guillermo Fernandez is an investment advisor representative for Meridian Wealth Management, LLC. Ruben has over 20 years of experience in the financial services industry. Ruben is licensed to provide investment advice in Arizona. Ruben has a Series 65, Series 66 and Series 63 license. Ruben holds a Series 00 license. Ruben previously worked for Greenberg Financial Group in Tucson, Arizona, for 14 years. Prior to that, Ruben was with RBC Dain Rauscher, Inc. Ruben also worked for Dain Rauscher Incorporated, Rauscher Pierce Refsnes, Inc. in Dallas, Texas, Sutro & Co. Incorporated in San Francisco, California, Tucker, Anthony & R. L. Day, Inc. and Dean Witter Reynolds Inc. Ruben is a managing member of Meridian Wealth Management West, LLC and NFR Holdings, LLC.
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.
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.
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
AZ
08/21/2020 - Present
Meridian Wealth Management, LLC (Tucson AZ)
AZ
06/21/2006 - 03/06/2020
GREENBERG FINANCIAL GROUP (TUCSON AZ)
AZ
03/02/1998 - 06/16/2006
RBC DAIN RAUSCHER INC. (TUCSON AZ)
NA
01/02/1998 - 03/02/1998
DAIN RAUSCHER INCORPORATED
TX
05/31/1991 - 01/02/1998
RAUSCHER PIERCE REFSNES, INC. (DALLAS TX)
CA
04/08/1988 - 06/21/1991
SUTRO & CO. INCORPORATED (SAN FRANCISCO CA)
NA
10/01/1984 - 03/29/1988
TUCKER, ANTHONY & R. L. DAY, INC.
NA
02/24/1978 - 10/11/1984
DEAN WITTER REYNOLDS INC.
NA
05/16/1973 - 02/24/1978
DEAN WITTER & CO. INCORPORATED
NA
04/07/1970 - 05/16/1973
DEAN WITTER & CO. INCORPORATED
IA
Issued 08/14/2020
Series 65 - Uniform Investment Adviser Law Examination
BOTH
Issued 12/16/2005
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/30/1982
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/23/1974
Series 00 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/06/1979
PC - AMEX Put and Call Exam
BC
Issued 03/16/1970
Series 1 - Registered Representative Examination
Active
Inactive
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