Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Ruben? Claim Your ProfileRuben Ruiz is an investment advisor representative at Money Concepts Capital Corp. with over 30 years of experience in the financial services industry. Ruben is registered with the state of Texas and holds Series 63, 7 and SIE licenses. Ruben's specializations include Financial planning, Portfolio management for individuals and Portfolio management for businesses. Ruben's primary business is with Money Concepts Capital Corp., but also provides consulting services for Fedek-12 Financial Education & Empowerment.
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.
General consulting services
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.
Solicitor fee
1
2
TX
05/23/2002 - Present
Money Concepts Capital Corp. (SAN MARCOS TX)
BC
Issued 08/26/1988
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/20/1988
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Ruben Ruiz is the right advisor for you? Invested Better is here to help.
