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Francheska M Ruiz

Tobias Financial Advisors

Plantation, FL

CRD 6803982

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Employer firm

Tobias Financial Advisors CRD 104711

$1.19B regulatory AUM 4 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • RETIREMENT PLAN ADVISORY SERVICE

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

Current Employers
Tobias Financial Advisors

1000 S. Pine Island Road Suite 450, Plantation, FL 33324 • United States

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2025-01-17
  • FL RA
    APPROVED
    Since 2025-01-17

Branch Locations

1000 S. Pine Island Road Suite 450, Plantation, FL 33324 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Merrill Lynch, Pierce, Fenner & Smith Incorporated Fort Lauderdale FL 05/2017 12/2024
University Of Florida Gainesville FL 08/2013 05/2017
Bank Of America, N.A. Fort Lauderdale FL 08/2017 12/2024
Tobias Financial Advisors Plantation FL 01/2025 Present
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2017-09-22
  • S66 Uniform Combined State Law Examination
    2017-09-22
Designations
  • Certified Financial Planner
Other Names
  • Francheska De Jesus
  • Francheska Marie De Jesus

View on SEC IAPD

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Nearby Investors

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Nearby Offices

MORGAN STANLEY · Plantation, FL
EDELMAN FINANCIAL ENGINES · PLANTATION, FL
KINGSVIEW WEALTH MANAGEMENT, LLC · PLANTATION, FL

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