Ruben CisnerosCRD Number: 4015223
Current Firm: Seacrest Wealth Management, LLC
Ruben Cisneros (CRD# 4015223) is an Investment Advisor Representative working at Seacrest Wealth Management, LLC in Long Beach, CA and has over 23 years of experience in the finance industry. Ruben Cisneros has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
Raymond James & Associates, Inc.
Grove Point Advisors, LLC
Awm Capital, LLC
|Seacrest Wealth Management, LLC||Long Beach, CA||May 2020 - Current||3|
|Bank Of America N.a.||Long Beach, CA||Dec 2014 - May 2020||5|
|Merrill Lynch, Pierce, Fenner & Smith Incorporated||El Segundo, CA||Nov 2007 - May 2020||12|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Dec 1999|
Total Assets Under Management1,115MILLIONS
Total Number of Accounts4,125ACCOUNTS
Average Account Value$270,251
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
AZ, CA, CO, CT, FL, GA, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MO, MT, NC, NE, NH, NJ, NV, NY, OH, OK, OR, PA, SC, SD, TN, TX, VA, WA, WY
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