Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Ruth? Claim Your ProfileRuth Lambert Gretz is a financial advisor with over 17 years of experience in the financial services industry. Ruth is a Certified Financial Planner and holds Series 7, Series 31, Series 63 and Series 66 securities licenses. Ruth is currently registered with Hightower Advisors, LLC and has previously been registered with RDM Investment Services, LLC and Merrill Lynch, Pierce, Fenner & Smith Incorporated. Ruth provides financial planning and portfolio management services to individuals, families, corporations, and charitable organizations. Ruth is committed to providing her clients with personalized advice and helping them achieve their financial goals.
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.
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.
Treasury management for corporate clients
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.
Retainer or service fees or some combination of 1, 2, 4, 5 & 7
1
2
CT
08/07/2017 - Present
Hightower Advisors, LLC (Westport CT)
CT
10/11/2016 - 08/07/2017
RDM INVESTMENT SERVICES, LLC (WESTPORT CT)
CT
04/05/2005 - 12/11/2006
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (STAMFORD CT)
BC
Issued 09/21/2018
Series 63 - Uniform Securities Agent State Law Examination
BOTH
Issued 07/13/2005
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/11/2016
Series 7 - General Securities Representative Examination
BC
Issued 03/30/2006
Series 31 - Futures Managed Funds Examination
Active
Inactive
F
FINRA
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