Natalia
Ruiz
Principal Advised Services
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About this Advisor
Natalia Ruiz is a financial advisor based in Dallas, North Carolina, working with Principal Advised Services. Natalia has previously held positions at Wells Fargo Clearing Services, Wells Fargo Bank, Bank Of America, Principal Life Insurance Co, Principal Securities Inc, and Principal Advised Services. Natalia has passed the Series 63 and Series 66 regulatory exams and is registered to provide services in Iowa and North Carolina. Currently, Natalia is part of Principal Advised Services, which operates out of Dallas, North Carolina. The firm has 46 offices and 140 employees. The firm manages assets totaling $569.5 million. The services offered by the firm include portfolio management for individuals and small businesses and the selection of other advisers. The fee structure at Principal Advised Services includes asset-based fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Principal Advised Services Brokerage Details
$569,489,941
140
11,801
$48,258
Investment Advisory Services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
Natalia Ruiz Work History
Principal Advised Services
Principal Life Insurance Co
Principal Securities Inc
Wells Fargo Clearing Services
Wells Fargo Bank
Bank Of America
Disclosures
Please visit the SEC profile of Natalia Ruiz 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 Principal Advised Services
Des Moines, IA
Lake Oswego, OR
Des Moines, IA
Charlotte, NC
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Frankfort, IN
Urbandale, IA
Des Moines, IA
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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