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Ruben Zavier Diaz

GFG Solutions

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About Ruben Zavier Diaz

Ruben Zavier Diaz is a financial professional with over 10 years of experience in the financial services industry. Ruben is currently registered with GFG Solutions. Before joining GFG Solutions, Ruben was a registered representative with MML Investors Services, LLC and NYLIFE Securities LLC. Ruben is a Series 66, Series 6TO, Series 7TO and SIE licensed professional. Ruben specializes in providing financial planning and portfolio management services to individuals, corporations, and high-net-worth individuals. Ruben also has experience in retail sales through RVRD Men, where he designs and sells custom-made ties.

Firm Information

Ruben Diaz is currently registered with GFG Solutions. GFG Solutions is an investment advisor headquartered in Orlando, Florida. They provide financial planning and portfolio management services for individuals, corporations, and other businesses. Their website also features a blog and YouTube channel. The firm has approximately 151 million in assets under management.
GFG Solutions

127 NORTH MAGNOLIA AVENUE

ORLANDO, FL 32801

$151.15M

Assets Under Management

Not reported

Total Clients

11

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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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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hourly consulting

Hourly consulting

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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percentage of assets

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

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Ruben Diaz’s Registration & Firm History

FL

01/05/2024 - Present

GFG Solutions (ORLANDO FL)

FL

10/31/2022 - 12/31/2023

MML INVESTORS SERVICES, LLC (Orlando FL)

FL

10/01/2021 - 04/13/2022

NYLIFE SECURITIES LLC (MAITLAND FL)

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Licenses & Designations

BOTH

Issued 07/03/2023

Series 66 - Uniform Combined State Law Examination

BC

Issued 01/02/2023

Series 6TO - Investment Company Products/Variable Contracts Representative Examination

BC

Issued 10/01/2021

Series 7TO - General Securities Representative Examination

BC

Issued 10/19/2020

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Ruben Zavier Diaz.
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