Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Ruth? Claim Your ProfileRuth Rivera is an investment advisor representative associated with Onedigital Investment Advisors. Ruth has been in the industry since 2000 and has experience with a variety of firms. Ruth offers financial planning, pension consulting, and portfolio management services for individuals, businesses, and pooled investment vehicles.
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.
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.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
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TX
01/29/2015 - Present
Onedigital Investment Advisors (ROUND ROCK TX)
TX
08/27/2014 - 02/23/2015
NFP ADVISOR SERVICES, LLC (AUSTIN TX)
TX
05/02/2013 - 09/03/2014
FINANCIAL TELESIS INC (AUSTIN TX)
TX
04/09/2007 - 02/26/2013
GWFS EQUITIES, INC. (SAN ANTONIO TX)
OH
02/03/2006 - 09/01/2006
L.M. KOHN & COMPANY (CINCINNATI OH)
TN
11/05/2004 - 10/14/2005
ALLIANCEBERNSTEIN INVESTMENT RESEARCH AND MANAGEMENT, INC. (NASHVILLE TN)
GA
09/17/2003 - 05/06/2004
WORLD GROUP SECURITIES, INC. (DULUTH GA)
GA
01/30/2002 - 04/19/2002
PFS INVESTMENTS INC. (DULUTH GA)
GA
09/14/2000 - 12/31/2001
PFS INVESTMENTS INC. (DULUTH GA)
NY
04/26/2000 - 07/21/2000
CITICORP INVESTMENT SERVICES (LONG ISLAND CITY NY)
IA
Issued 06/24/2013
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/08/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/23/2015
SIE - Securities Industry Essentials Examination
BC
Issued 04/25/2000
Series 7 - General Securities Representative Examination
Active
Inactive
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