Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Ruth? Claim Your ProfileRuth Samuels is a financial advisor with over 39 years of experience in the financial services industry. Ruth is a Certified Financial Planner™ professional and a Chartered Financial Consultant. She is currently registered with Cambridge Investment Research Advisors, Inc. Ruth also has past registrations with firms such as Tower Square Securities, Inc. and Capital Brokerage Corporation. Ruth has provided financial services to individuals, families, and businesses. She is committed to providing her clients with personalized financial planning and investment management services. Ruth is dedicated to helping her clients 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.
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.
Solicitation fees from 3rd party money managers
1
2
OH
07/29/2013 - Present
Cambridge Investment Research Advisors, Inc. (BRUNSWICK OH)
OH
07/12/2002 - 10/03/2011
TOWER SQUARE SECURITIES, INC. (BRUNSWICK OH)
VA
12/01/1997 - 06/27/2002
CAPITAL BROKERAGE CORPORATION (GLEN ALLEN VA)
VA
05/27/1993 - 12/01/1997
FORTH FINANCIAL SECURITIES, CORPORATION (RICHMOND VA)
OH
12/04/1991 - 05/19/1993
INDEPENDENCE CAPITAL CO., INC. (PARMA OH)
MA
06/08/1983 - 12/06/1991
MUTUAL SERVICE CORPORATION (BOSTON MA)
BC
Issued 05/30/1984
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/08/2008
Series 7 - General Securities Representative Examination
BC
Issued 07/28/1983
Series 22 - Direct Participation Programs Representative Examination
BC
Issued 06/07/1983
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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