Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Ruth? Claim Your ProfileRuth Ann Barrios is an investment advisor representative at Woodstock Wealth Management, Inc. Ruth Ann has over 20 years of experience in the financial services industry and has worked with a variety of clients, including individuals, families, businesses, and charitable organizations. Ruth Ann specializes in providing financial planning, investment management, and retirement planning services. She is committed to helping her clients achieve their financial goals and objectives. Prior to joining Woodstock Wealth Management, Inc., Ruth Ann worked at Woodstock Financial Group, Inc., Wells Fargo Advisors, LLC, BB&T Investment Services, Inc., and Edward Jones.
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.
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.
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GA
05/24/2024 - Present
Woodstock Wealth Management, Inc. (WOODSTOCK GA)
FL
07/18/2016 - 12/10/2019
WOODSTOCK FINANCIAL GROUP, INC. (Sun City Center FL)
FL
02/15/2013 - 12/10/2015
WELLS FARGO ADVISORS, LLC (TAMARAC FL)
FL
05/14/2012 - 02/20/2013
BB&T INVESTMENT SERVICES, INC. (FORT LAUDERDALE FL)
FL
10/03/2008 - 05/14/2012
EDWARD JONES (RIVERVIEW FL)
NJ
06/20/1996 - 02/10/1998
PRUCO SECURITIES CORPORATION (NEWARK NJ)
BOTH
Issued 10/16/2008
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/02/2008
Series 7 - General Securities Representative Examination
BC
Issued 06/19/1996
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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