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Ruben Victor Rozental

PGI Wealth Management

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About Ruben Victor Rozental

Ruben Rozental is a financial advisor with PGI Wealth Management. Ruben has been in the industry for over 35 years and holds Series 7, 63 and 65 licenses. Ruben's background includes experience at Merrill Lynch, Pierce, Fenner & Smith Incorporated, SUNAMERICA SECURITIES, INC., NYLIFE SECURITIES LLC, Black Pearl Financial Services, LLC and Business Tax Strategies LLC. Ruben specializes in providing financial planning and portfolio management services to individuals and charitable organizations.

Firm Information

Ruben Rozental is currently registered with PGI Wealth Management. PGI Wealth Management is a Milton, GA-based registered investment advisor with over $934 million in assets under management. The firm provides financial planning and portfolio management services for individuals, high-net-worth individuals, and charitable organizations. They have a team of 7 investment advisor representatives.
PGI Wealth Management

13680 HIGHWAY 9

MILTON, GA 30004

$934.44M

Assets Under Management

307

Total Clients

7

Total Financial Advisors

Services Offered

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.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

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.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Ruben Rozental’s Registration & Firm History

FL

03/11/2020 - Present

PGI Wealth Management (CORAL GABLES FL)

FL

10/26/2009 - 02/22/2011

NYLIFE SECURITIES LLC (SUNRISE FL)

AZ

04/30/2004 - 06/01/2004

SUNAMERICA SECURITIES, INC. (PHOENIX AZ)

NY

01/23/1985 - 08/01/2002

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)

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Licenses & Designations

BC

Issued 01/10/2010

Series 63 - Uniform Securities Agent State Law Examination

IA

Issued 10/03/1994

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 01/19/1985

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Ruben Victor Rozental.
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