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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Ruby? Claim Your ProfileRuby Estella Sierra is an Investment Advisor Representative with Soltis Investment Advisors, LLC. Ruby has been working in the financial industry since 2015. Ruby has licenses and registrations in Utah and Colorado and holds the Series 63, 66, 7 and SIE licenses. Ruby has worked for several firms including Empower Financial Services, Inc., and Charles Schwab & Co., Inc. Ruby's current firm, Soltis Investment Advisors, LLC, is headquartered in St. George, UT and specializes in providing portfolio management for individuals, businesses, investment companies, and pooled investment vehicles. The firm also offers financial planning, pension consulting, and educational seminars.
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.
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.
Fees calculated based on the performance of your investments relative to a benchmark.
1
2
UT
06/27/2024 - Present
Soltis Investment Advisors, LLC (ST. GEORGE UT)
CO
03/18/2022 - 05/31/2024
EMPOWER FINANCIAL SERVICES, INC. (GREENWOOD VILLAGE CO)
CO
07/24/2015 - 01/24/2022
CHARLES SCHWAB & CO., INC. (Lone Tree CO)
BOTH
Issued 03/26/2016
Series 66 - Uniform Combined State Law Examination
BC
Issued 06/12/2015
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/24/2015
Series 7 - General Securities Representative Examination
Active
Inactive
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