Unclaimed
Ruby Deans is a financial advisor registered with Davenport & Co. LLC. Ruby is a licensed financial advisor with over 30 years of experience in the financial services industry. Ruby has a broad range of experience and holds FINRA Series 7, 24, and 63 licenses, and the SIE exam. Ruby has worked for several well-known firms such as Scott & Stringfellow, Inc., Merrill Lynch, Pierce, Fenner & Smith Incorporated, BB&T Investment Services, Inc., and First Union Securities, Inc. Ruby provides financial planning, investment management, and portfolio management services to individuals, businesses, and institutions.
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.
Strategic management for diversified investment portfolios.
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.
Earned based on transactions or products sold.
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.
12b-1 fees and/or shareholder servicing fees
1
2
NC
05/12/2000 - Present
Davenport & Co. LLC (RALEIGH NC)
MO
03/24/2000 - 11/15/2000
FIRST UNION SECURITIES, INC. (ST. LOUIS MO)
VA
04/20/1998 - 05/23/2000
SCOTT & STRINGFELLOW, INC. (RICHMOND VA)
NC
03/23/1994 - 07/30/1997
BB&T INVESTMENT SERVICES, INC. (CHARLOTTE NC)
NY
07/24/1985 - 03/31/1994
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
BC
Issued 09/09/1985
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/21/1995
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/20/1985
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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