Robert Ruggeri, financial advisor Akron OH
75 score

Robert Ruggeri

CRD Number: 5368870
Current Firm: Primerica Advisors

Robert Ruggeri (CRD# 5368870) is an Investment Advisor Representative working at Primerica Advisors in Akron, OH and has 1 year of experience in the finance industry.

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Company Name Location Dates Years
Pfs Investments Inc. Akron, OH Jun 2007 - Current 9
Primerica Financial Services Akron, OH Jul 2006 - Current 10
Safari Grille Erie, PA Jan 2007 - May 2007 < 1
Market Place Grill Erie, PA Sep 2006 - Dec 2006 < 1
Paragon Temp Service Cleveland, OH Jun 2006 - Aug 2006 < 1
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Oct 2015
Disclosure Information

Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, and financial matters in which the advisor has been involved. On the most recent filing submitted to FINRA, this advisor had a disclosure event.

Reported Disclosure Event:
  • Financial Issue
Get Details on the FINRA Advisor Check site
Contact Info for Robert N. Ruggeri
Phone Number: 800-544-5445
Registered State(s):
  • OH
By the Numbers
  • Total Assets Under Management
    0
    MILLIONS
  • Total Number of Accounts
    0
    ACCOUNTS
  • Average Account Value
    $0
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV

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BADGES
75

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