Alexander Ruby joined Financial Planning Investment Group as an intern in 2015. Upon getting hired as an investment analyst, he subsequently obtained his Series 7 in August of 2016. He then later graduated from Florida Atlantic University in 2017 with a Bachelors in Business Administration (BBA), with a concentration in Finance. Alex wanted to expand his knowledge, thus he earned his Master of Science in Finance (MSF) in May of 2019 and graduated cum laude. He has his Florida insurance license for life, health and annuities. Starting in early 2020, Alex began taking the coursework to receive his Chartered Financial Consultant (ChFC) designation from the American College of Financial Services. In February 2022, he was awarded the ChFC designation.
- Alex holds securities registrations 7 and can offer securities in the following states:
CA, FL, GA, MI, MT NY, NC, OH, PA, TX DE, CT, OR and VA - As an Investment Advisor Representative of Asset Planning Corporation, advisory services are offered in the state of FL.
- Alex is licensed to sell insurance & annuity products in the following state: FL