Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Ruben? Claim Your ProfileRuben Rodriguez is a registered investment advisor representative with PFS Investments Inc., licensed in California and Washington. Ruben has been working in the financial services industry since 2013. Ruben has passed several industry exams including the Series 63, Series 65, Series 6, and Series 26. Ruben offers financial planning and portfolio management services to a range of 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.
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.
A percentage of the total value of assets under management is charged.
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WY
09/18/2014 - Present
PFS Investments Inc. (CASPER WY)
IA
Issued 04/29/2014
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/02/2013
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/13/2014
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/03/2013
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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