Steven Ruelas, financial advisor Dallas TX
81 score

Steven Ruelas

CRD Number: 3003269
Current Firm: Allstate Financial Advisors, LLC

Steven Ruelas (CRD# 3003269) is an Investment Advisor Representative working at Allstate Financial Advisors, LLC in Dallas, TX and has over 18 years of experience in the finance industry.

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Company Name Location Dates Years
Allstate Insurance Co Dallas, TX Jul 2016 - Current < 1
Principal Life Insurance Company Fort Worth, TX Jul 2014 - Jun 2016 1
Princor Financial Services Corporation Fort Worth, TX Jul 2014 - Jun 2016 1
Metlife Securities Inc. Fort Worth, TX Jan 2008 - Jul 2014 6
Linsco/private Ledger Dallas, TX Nov 2005 - Jan 2008 2
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Mar 1998
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 Steven T. Ruelas
Phone Number: 847-402-5296
Registered State(s):
  • TX
By the Numbers
  • Total Assets Under Management
    0
    MILLIONS
  • Total Number of Accounts
    0
    ACCOUNTS
  • Average Account Value
    $0
Compensation Options
  • Other
Advisory Services Offered
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

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

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BADGES
81

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