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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Ruth? Claim Your ProfileRuth Lazarski is a financial advisor with UBS Financial Services Inc. in Lake Oswego, OR. Ruth has been in the financial industry since 2008. Ruth specializes in providing financial advice to individuals, high net worth individuals, corporations, and retirement plans. Ruth holds the Series 6, 7, 63, and 66 licenses, and the SIE. Ruth has been registered with UBS Financial Services Inc. since March 2022 and has previously been registered with Merrill Lynch, Pierce, Fenner & Smith Incorporated, Banc of America Investment Services, Inc., and Quick & Reilly, Inc.
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.
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.
See schedule d - miscellaneous
1
2
OR
03/07/2022 - Present
UBS Financial Services Inc. (LAKE OSWEGO OR)
OR
05/28/2014 - 03/12/2022
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (PORTLAND OR)
NY
10/20/2004 - 01/05/2007
BANC OF AMERICA INVESTMENT SERVICES, INC. (NEWBURGH NY)
NY
04/30/2001 - 10/20/2004
QUICK & REILLY, INC. (NEW YORK NY)
BOTH
Issued 6/28/2016
Series 66 - Uniform Combined State Law Examination
BC
Issued 8/8/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 5/27/2014
Series 7 - General Securities Representative Examination
BC
Issued 4/27/2001
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
B
BOX Exchange LLC
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
Nasdaq ISE, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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