Ruben
Rozental
Pgi Wealth Management
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About this Advisor
Ruben Rozental is a financial advisor based in Miami, Florida, working with Pgi Wealth Management. Ruben has previously held positions at Black Pearl Financial Services, LLC, Independent Insurance Agent, Business Tax Strategies LLC, and Pgi Wealth Management. Ruben has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Florida. Currently, Ruben is part of Pgi Wealth Management, which operates out of Miami, Florida. The firm has 4 offices and 8 employees. The firm manages assets totaling $211.1 million and serves high-net-worth clients. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, and pension consulting services. The fee structure at Pgi Wealth Management includes asset-based and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Pgi Wealth Management Brokerage Details
$211,104,453
8
764
$276,315
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
Ruben Rozental Work History
Pgi Wealth Management
Independent Insurance Agent
Business Tax Strategies LLC
Black Pearl Financial Services, LLC
Disclosures
Please visit the SEC profile of Ruben Rozental to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Pgi Wealth Management
Alpharetta, GA
Alpharetta, GA
Riverview, FL
Alpharetta, GA
Miami, FL
Alpharetta, GA
Alpharetta, GA
The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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