Unclaimed
Ruth Shoulders is a financial advisor in Houston, TX and has been in the industry since July 26, 2005. Ruth is currently registered with Purshe Kaplan Sterling Investments and has been associated with them since April 20, 2011. Ruth has held previous roles at Lincoln Financial Advisors Corporation and The Lincoln National Life Insurance Company. Ruth Shoulders is also licensed in Texas as a Series 6, 63, and SIE representative.
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.
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.
1
2
TX
04/20/2011 - Present
Purshe Kaplan Sterling Investments (HOUSTON TX)
TX
07/26/2005 - 04/26/2011
LINCOLN FINANCIAL ADVISORS CORPORATION (HOUSTON TX)
IN
07/26/2005 - 05/05/2006
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (FORT WAYNE IN)
BC
Issued 05/31/2005
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/25/2005
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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