Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Ruth? Claim Your ProfileRuth Bettencourt Freitas is an investment advisor representative with over 16 years of experience in the financial industry. Ruth is currently registered with LPL Financial LLC and is licensed in multiple states across the United States. Prior to her current role, Ruth worked with Bancwest Investment Services, Inc. in Gilroy, CA. Ruth is committed to providing comprehensive financial advice and guidance to her clients, with a focus on developing customized strategies for each individual’s unique needs. Ruth’s primary business is centered on developing and managing individual, family, and small business investment portfolios.
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.
Consulting and other non-discretionary advisory services
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.
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CA
07/19/2023 - Present
LPL Financial LLC (MORGAN HILL CA)
CA
01/25/2007 - 07/19/2023
BANCWEST INVESTMENT SERVICES, INC. (GILROY CA)
IA
Issued 07/12/2013
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/09/2006
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/24/2007
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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