Ak Financial Group
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About this Advisor
Michael Ruiz is a financial advisor operating in Carlsbad, California, who has been in the industry for 13 years. Ruiz is an employee of Ak Financial Group. Their career trajectory has included roles at Chase Investment Services Corp, Ubs Financial Services Inc, Wamu Investments, Inc, City National Bank and Lpl Financial. Ruiz has a Series 66 license, designating them as both a securities agent and an investment advisor representative, and can work in California. Ak Financial Group is a registered investment firm headquartered in Carlsbad, California.
Certifications and Registrations
Years of Experience
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Ak Financial Group Brokerage Details
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Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers
- Publication of periodicals or newsletters
Michael Ruiz Work History
Michael has 13 years of experience.
City National Bank
Chase Investment Services Corp
Wamu Investments, Inc
Ubs Financial Services Inc
Michael Ruiz has no disclosures.
Please visit their SEC profile for more details.