Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Verena? Claim Your ProfileVerena Ruiz is a financial advisor with over 25 years of experience in the industry. Verena is currently registered with Osaic Wealth, Inc. and has previously worked with Woodbury Financial Services, Inc., Truist Investment Services, Inc., BB&T Securities, LLC and Scott & Stringfellow, LLC. Verena offers a range of services to her clients including financial planning, pension consulting, portfolio management, and educational seminars. Verena is committed to providing her clients with personalized advice and guidance to help 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.
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.
A percentage of the total value of assets under management is charged.
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2
NC
05/13/2024 - Present
Osaic Wealth, Inc. (GREENSBORO NC)
NC
09/03/2021 - 01/19/2024
WOODBURY FINANCIAL SERVICES, INC. (GREENSBORO NC)
NC
02/17/2021 - 09/03/2021
TRUIST INVESTMENT SERVICES, INC. (WINSTON-SALEM NC)
VA
01/02/2013 - 02/17/2021
BB&T SECURITIES, LLC (RICHMOND VA)
NC
05/05/1999 - 01/02/2013
SCOTT & STRINGFELLOW, LLC (WINSTON-SALEM NC)
VA
09/29/1998 - 05/05/1999
SCOTT & STRINGFELLOW, INC. (RICHMOND VA)
IA
Issued 08/21/2001
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/27/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/28/1998
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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