Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Ruben? Claim Your ProfileRuben Segovia is a financial advisor with Ameriprise Financial Services, LLC. Ruben has been in the industry since 1992 and holds a Series 6, Series 7, Series 24, Series 51 and Series 63 licenses. Ruben has worked for a number of firms during his career including IDS Life Insurance Company, United Securities Alliance, Inc., Sentra Securities Corporation, IFG Network Securities, Inc., Planned Investments Inc., and First American National Securities, Inc. Ruben is also registered with the state of Texas as an Investment Advisor Representative.
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.
Asset allocation 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.
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2
CA
01/24/2017 - Present
Ameriprise Financial Services, LLC (Ventura CA)
MN
02/28/1996 - 07/03/2006
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
CO
03/31/1995 - 12/31/1995
UNITED SECURITIES ALLIANCE, INC. (GREENWOOD VILLAGE CO)
AZ
04/20/1993 - 03/31/1995
SENTRA SECURITIES CORPORATION (PHOENIX AZ)
GA
03/05/1993 - 04/15/1993
IFG NETWORK SECURITIES, INC. (ATLANTA GA)
GA
05/05/1992 - 12/31/1992
PLANNED INVESTMENTS INC. (ATLANTA GA)
GA
01/06/1992 - 04/07/1992
FIRST AMERICAN NATIONAL SECURITIES, INC. (DULUTH GA)
BC
Issued 02/14/1991
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/12/2007
Series 4 - Registered Options Principal Examination
BC
Issued 03/17/2005
Series 51 - Municipal Fund Securities Principal Examination
BC
Issued 04/05/2001
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/25/1996
Series 7 - General Securities Representative Examination
BC
Issued 12/24/1991
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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