Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Ruta? Claim Your ProfileRuta Zilberman Greenberg is a registered representative with Charles Schwab & CO., Inc. based in San Francisco, CA. Ruta has been in the securities industry since 1998 and holds the Series 63, Series 7, and SIE licenses. Prior to joining Charles Schwab & CO., Inc., Ruta was affiliated with WELLS FARGO SECURITIES INC. Ruta also has a state registration in Ohio.
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.
Helps you choose top advisors aligned with your financial goals.
Wrap fee program sponsor and financial planning advisor referral program
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.
Asset based fees for wrap pgrms & subsc pricing for fin planning
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2
CA
03/20/2000 - Present
Charles Schwab & CO., Inc. (San Francisco CA)
CA
06/26/1998 - 02/15/2000
WELLS FARGO SECURITIES INC. (SAN FRANCISCO CA)
BC
Issued 08/25/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/25/1998
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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