Ruben Diaz (CRD# 7281021) is an Investment Advisor Representative working at Gfg Solutions in Orlando, FL and has 1 year of experience in the finance industry.
CRD# 6160017
Cetera Investment Advisers LLC
CRD# 2811837
Certified Advisory Corp
CRD# 5855622
Financial Harvest Wealth Advisors
Company Name | Location | Dates | Years |
---|---|---|---|
Gfg Solutions | Orlando, FL | Jan 2024 - Current | < 1 |
Massmutual Life Insurance Co | Orlando, FL | Jul 2022 - Current | 1 |
Mml Investors Services, LLC | Orlando, FL | Jul 2022 - Jan 2024 | 1 |
Bonefish Grill | Orlando, FL | Apr 2022 - Jul 2022 | < 1 |
Nylife Securities LLC | Maitland, FL | Sep 2020 - Apr 2022 | 1 |
New York Life Insurance Company | Maitland, FL | Jun 2020 - Apr 2022 | 1 |
True Leaf Caregivers | Oxford, FL | Feb 2019 - Dec 2020 | 1 |
Morimoto Asia | Orlando, FL | Apr 2019 - Aug 2020 | 1 |
Curaleaf | Ocala, FL | Jul 2018 - Feb 2019 | < 1 |
Gnc | Uncasville, CT | Mar 2018 - Aug 2018 | < 1 |
Norwich Public Schools | Norwich, CT | Jan 2018 - Apr 2018 | < 1 |
Red Lantern | Ledyard, CT | May 2016 - Dec 2017 | 1 |
Big Night Entertainment Group | Ledyard, CT | May 2015 - Dec 2017 | 2 |
Cristinos Coal Oven Pizza | Tampa, FL | Nov 2013 - Dec 2016 | 3 |
University Of South Floirda | Orlando, FL | Jun 2016 - Jun 2016 | < 1 |
International Meal Company | Uncasville, CT | May 2015 - Oct 2015 | < 1 |
Ulele | Tampa, FL | Jan 2015 - May 2015 | < 1 |
Margarittaville | Uncasville, CT | Apr 2014 - Jan 2015 | < 1 |
Exam Code | Name | Passed Date |
---|---|---|
S66 | NASAA Uniform Combined State Law Examination | Jul 2023 |
- FL
-
Total Assets Under Management151MILLIONS
-
Total Number of Accounts429ACCOUNTS
-
Average Account Value$352,319
- A percentage of assets under your management
- Hourly charges
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Other
FL, PA
About Wealthminder
Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.
Wealthminder is a database derived from SEC.gov data covering every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.
Finding a Financial Advisor through Wealthminder
Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.
The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.
Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.
You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.
Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.