Juan
Ruiz
M Holdings Securities, Inc
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About this Advisor
Juan Ruiz is a financial advisor based in Miami, Florida, working with M Holdings Securities, Inc. Juan has previously held positions at Prudential Insurance Company Of America, Pruco Securities, LLC, M Holdings Securities, Inc, and Interamerican Financial Consulting. Juan has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Florida. Currently, Juan is part of M Holdings Securities, Inc, which operates out of Miami, Florida. The firm has 105 offices and 706 employees. The firm manages assets totaling $4.5 billion and serves a variety of clients, including high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers, publication of newsletters, and educational seminars. The fee structure at M Holdings Securities, Inc includes asset-based, hourly, and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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M Holdings Securities, Inc Brokerage Details
$4,513,584,910
706
9,871
$457,257
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
- Publication of periodicals or newsletters
- Educational seminars/workshops
Juan Ruiz Work History
M Holdings Securities, Inc
Interamerican Financial Consulting
Prudential Insurance Company Of America
Pruco Securities, LLC
Disclosures
Please visit the SEC profile of Juan Ruiz to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
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