Ruben Belbe

Employer firm

Charles Schwab & Co., Inc. CRD 5393

955,800 advisory clients

Reported services (Item 5G)

• Financial planning
• Selection of other advisers
• WRAP FEE PROGRAM SPONSOR AND FINANCIAL PLANNING ADVISOR REFERRAL PROGRAM

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 01/2014 → 11/2016
  Roadrunner Park Farmers Market
  Phoenix, AZ
• 08/2016 → 05/2020
  Full Time Education
  Glendale, AZ
• 03/2024 → Present
  Charles Schwab & Co., Inc.
  Phoenix, AZ
• 06/2016 → 04/2020
  Towne Park Valet
  Phoenix, AZ
• 01/2021 → 05/2023
  Rocket Mortgage
  Phoenix, AZ
• 04/2020 → 01/2021
  Unemployed
  Glendale, AZ
• 05/2023 → 03/2024
  Unemployed
  Phoenix, AZ

Other Businesses

1) Sun Cities Furniture Moving | Investment Related:No|PO Box 1735 |Sun City|AZ|85372|United States of America|Transport/Storage - Materials|Mover|8/13/2025|Varies|1|I will be moving furniture, transporting and unloading items from one location to another 2) AZ Shine Pro Wash DBA Christmas Lights Arizona|Investment Related:No|6320 W Melinda Ln;Glendale;AZ;85308;USA|Christmas Lighting Services|Christmas Light Installer |2025-10-25|HoursPerMonth:20-40|HoursSpentduringSecurityTrading:5|this role is 100% unrelated to the financial services or investments, my job role is to simply install Christmas lights for customers

Exams

• S66 Uniform Combined State Law Examination
  2026-08-06
• S63 Uniform Securities Agent State Law Examination
  2024-10-18