Unclaimed
Ruby Jain is an investment advisor representative at PFS Investments Inc., a registered investment advisor with a strong focus on portfolio management for individuals. Ruby has over 15 years of experience in the financial services industry and holds Series 6, 63 and SIE licenses. In addition to her experience at PFS Investments, Ruby has held previous positions with several other prominent firms, including Fifth Third Securities, The Huntington Investment Company and Nationwide Securities. Ruby's client base is primarily composed of individuals, though she also works with some charitable organizations and businesses.
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.
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.
A percentage of the total value of assets under management is charged.
1
2
OH
06/02/2015 - Present
PFS Investments Inc. (FAIRLAWN OH)
OH
11/15/2013 - 03/14/2014
FIFTH THIRD SECURITIES, INC. (COLUMBUS OH)
OH
12/19/2012 - 09/06/2013
THE HUNTINGTON INVESTMENT COMPANY (WORTHINGTON OH)
OH
07/21/2010 - 09/07/2011
EQUITY SERVICES, INC. (DUBLIN OH)
OH
08/01/2008 - 07/01/2010
NATIONWIDE SECURITIES, LLC (DUBLIN OH)
OH
01/18/2008 - 08/01/2008
1717 CAPITAL MANAGEMENT COMPANY (DUBLIN OH)
OH
10/01/2004 - 03/22/2007
WORLD GROUP SECURITIES, INC. (COLUMBUS OH)
BC
Issued 11/23/2005
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 9/30/2004
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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