Unclaimed
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 financial professional with over 20 years of experience in the industry. Ruben is currently registered as an Investment Advisor Representative with International Assets Investment Management, LLC, a firm with over 100 licensed agents and a focus on providing financial planning and portfolio management services to individuals, businesses, and high-net-worth clients. Prior to joining International Assets Investment Management, LLC, Ruben worked at RAYMOND JAMES & ASSOCIATES, INC. and MORGAN KEEGAN & COMPANY, INC., among other firms. Ruben's experience across multiple firms and his specialization in financial planning and portfolio management make him well-equipped to provide a wide range of services to clients.
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 07/22/2005
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/05/2006
Series 31 - Futures Managed Funds Examination
BC
Issued 09/11/2001
Series 7 - General Securities Representative Examination
Active
Inactive
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