ADVISOR BIO

Ruben Cortez Sanchez is an Investment Advisor Representative at J.p. Morgan Securities LLC. Ruben is registered with the state of California. Ruben Cortez Sanchez has been in the industry since November 1, 2022. Ruben has passed the Series 63, SIE, and Series 6TO exams. Ruben specializes in providing financial planning, pension consulting, and selection of other advisors services. J.p. Morgan Securities LLC offers a variety of services, including portfolio management for businesses and individuals.

SPECIALIZATIONS

ADVISOR BIO

Ruben Ramirez is a financial advisor at Merrill Lynch, Pierce, Fenner & Smith Inc. based in LA MIRADA, CA. Ruben has been in the financial services industry for over 10 years. Ruben is licensed to provide advisory services in Arizona, California, Florida, Nevada, Oregon, Texas, and Washington.

SPECIALIZATIONS

ADVISOR BIO

Ruben Gonzalez is a registered representative with Raymond James & Associates, Inc. Ruben has been in the financial services industry since 2018 and is currently registered with the state of California. Ruben is also a licensed investment advisor representative and is registered with the state of California. Ruben holds a Series 7, Series 66, and SIE license. Ruben has experience working with insurance companies, charitable organizations, high-net-worth individuals, banking or thrift institutions, pension and profit-sharing plans, corporations or other businesses, and individuals other than high-net-worth individuals. Ruben is also experienced in providing financial planning, pension consulting, educational seminars, selection of other advisors, and portfolio management for businesses and individuals.

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ADVISOR BIO

Ruben Orlando Rubio is a financial advisor who has been in the industry since September 15, 2019. Ruben is currently registered with Morgan Stanley and has a branch office located in Beverly Hills, California. Prior to joining Morgan Stanley, Ruben was employed at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Los Angeles. Ruben is also a Series 7 and SIE licensed representative.

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ADVISOR BIO

Ruben M. Hernandez is a financial advisor with over 10 years of experience in the industry. Ruben is currently registered with Global Retirement Partners LLC in San Rafael, CA. Ruben has previously held positions with Voya Financial Advisors, Inc. and John Hancock Distributors LLC. Ruben is also an Independent Insurance Agent and manages rental properties in addition to his role as a financial advisor. Ruben is committed to providing his clients with personalized financial advice and guidance to help them achieve their financial goals. Ruben holds both Series 63 and Series 65 licenses. Ruben specializes in providing financial planning and investment advice to individuals, corporations, and retirement plans.

SPECIALIZATIONS

ADVISOR BIO

Ruben Rivera is an investment advisor representative registered with Principal Securities, Inc. Ruben has been in the industry since October 29, 2014 and has experience working with a variety of clients, including individuals, corporations, and pension plans. Ruben has a Series 7 and Series 66 license, and has been registered with the state of California since August 27, 2024. Ruben has previous experience working with firms including Voya Financial Advisors, Inc., OneAmerica Securities, Inc., MissionSquare Investment Services, J.P. Morgan Securities LLC, Ameriprise Financial Services, Inc. and CUSO Financial Services, L.P.

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ADVISOR BIO

Ruben Cavada is a financial advisor who has been in the industry since February 4, 2006. Ruben is currently registered with Merrill Lynch, Pierce, Fenner & Smith Inc. Ruben is also a registered representative of Merrill Lynch, Pierce, Fenner & Smith Inc. and has held previous positions with WELLS FARGO CLEARING SERVICES, LLC, J.P. MORGAN SECURITIES LLC, CHASE INVESTMENT SERVICES CORP. and WAMU INVESTMENTS, INC.. Ruben holds FINRA Series 6, 7, 9, 63, 66, and SIE licenses. Ruben is currently licensed in Arizona, California, Florida, Nevada, Oregon, Texas, and Washington.

SPECIALIZATIONS

ADVISOR BIO

Ruben J. Rodriguez is a registered representative with J.P. Morgan Securities LLC. Ruben has been in the securities industry since March 18, 2018. Ruben holds Series 6, 7TO, and 63 licenses. Ruben is registered with the state of California. The firm's main office is located in New York, NY. The firm manages more than $50 billion in assets and has over 262,000 clients.

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ADVISOR BIO

Ruby Herrera is a financial advisor with UBS Financial Services Inc. based in PASADENA, CA. Ruby has been in the financial services industry since December 2008 and is registered with FINRA as a Registered Representative. Ruby is also registered with the state of California as an Investment Advisor Representative. Ruby specializes in providing financial planning and investment advice to individuals and businesses. Ruby is a Certified Financial Planner.

SPECIALIZATIONS

ADVISOR BIO

Ruby Lara is a registered representative with J.P. Morgan Securities LLC, holding a Series 63, Series 6TO and SIE licenses. Ruby joined the firm on February 14, 2022, and is located in Los Angeles, California. Ruby is an experienced financial professional and is passionate about helping her clients reach their financial goals.

SPECIALIZATIONS