John Ruppel Email and Phone Number
As a driven and dedicated financial professional, I bring a diverse blend of experience and education to the world of finance. My passion for the stock market began at the age of 15, fueling a lifelong interest in financial markets and investment strategies. This early start has been instrumental in shaping my career and deepening my expertise.Currently, I serve as a Financial Advisor at Equitable Advisors, where I assist senior advisors in managing and optimizing client portfolios. My role involves conducting in-depth performance analyses, crafting personalized financial strategies, and maintaining strong client relationships. I am also preparing for the Series 7 and Series 66 licensing exams to further enhance my expertise and ensure adherence to industry standards.In addition to my current role, I have been actively involved as a Retail Derivatives Trader, where I manage and execute trades, conduct daily analyses, and engage with market data to inform my investment decisions. This hands-on experience has honed my ability to navigate complex financial markets and develop sophisticated trading strategies.Previously, I completed a rewarding internship with Alliance Financial Group, focusing on regulatory knowledge and license preparation for financial services. My time as a Financial Literacy Intern at AdvanceTheFaith allowed me to develop educational content and support financial literacy initiatives, reinforcing my commitment to promoting financial education and awareness.I hold dual Bachelor’s degrees in Finance and Economics from Florida Gulf Coast University, where I cultivated a strong foundation in financial analysis, economic development, and real estate.With a passion for financial planning and a commitment to continuous learning, I am eager to contribute my skills and knowledge to help clients achieve their financial goals.
Brookstone Capital Management
View- Website:
- brookstonecm.com
- Employees:
- 132
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Trading SpecialistBrookstone Capital ManagementWheaton, Il, Us -
Retail Derivatives TraderSelf-Employed Aug 2019 - Present- Actively involved in the management and execution of trades within financial markets.- Conduct daily analysis and reallocation of derivative positions.- Conduct extensive investment research to inform decision-making.- Regularly run performance statistics on a weekly, monthly, and yearly basis.- Actively engage with and interpret financial news and data.- Utilize a sophisticated self-designed Excel journal for tracking and analysis.
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Financial AdvisorEquitable Advisors Aug 2024 - Dec 2024Fort Myers, Florida, United States- Assisted senior advisors in evaluating and managing client portfolios.- Conducted detailed analyses of portfolio performance and recommended strategic adjustments to optimize returns.- Collaborated with higher-ups to develop personalized financial strategies tailored to clients’ unique needs.- Sat in on meetings with senior advisors and their clients, gaining firsthand experience in client interaction and advisory processes.- Built and maintained strong client relationships, ensuring ongoing communication and support.- Preparing for the Series 7 and Series 66 licensing exams, ensuring compliance with industry regulations.- Stayed updated on regulatory requirements and industry standards to ensure best practices in financial advising.- Stayed abreast of market trends, investment strategies, and financial products to provide clients with up-to-date advice.- Participated in ongoing professional development opportunities to enhance your expertise and value as a financial advisor. -
Financial RepresentativeAlliance Financial Group Jan 2024 - Jul 2024Fort Myers, Florida, United States- License Preparation and Study: I invested substantial time and effort into preparing for the Life and Health Insurance License and Securities Industry Essentials (SIE) exams. Engaged in comprehensive study sessions, completed coursework, and took practice exams to master financial regulations, market principles, and product knowledge.- Regulatory Knowledge: Acquired a thorough understanding of regulatory requirements and compliance standards relevant to financial services. Assisted in interpreting and applying guidelines to ensure adherence to legal and ethical practices in client interactions and financial planning. -
Financial Literacy InternAdvancethefaith Jan 2024 - May 2024Naples, Florida, United States- Assist in developing engaging and informative content for financial literacy programs, including blog posts, social media content, and educational materials.- Collaborate with team members to create visually appealing and accessible content to effectively communicate financial concepts.- Support the planning and coordination of financial literacy workshops and events, both in-person and online.- Assist in organizing materials, managing logistics, and ensuring a seamless participant experience.- Conduct research on current financial trends, resources, and best practices in financial education.- Analyze data related to financial literacy programs to assess their effectiveness and propose improvements.- Engage with our community through various channels to promote financial literacy awareness.- Respond to inquiries, moderate discussions, and foster a positive and inclusive online community.- Collaborate with cross-functional teams, including marketing, design, and outreach, to ensure alignment and consistency in messaging.
John Ruppel Education Details
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Finance And Economics
Frequently Asked Questions about John Ruppel
What company does John Ruppel work for?
John Ruppel works for Brookstone Capital Management
What is John Ruppel's role at the current company?
John Ruppel's current role is Trading Specialist.
What schools did John Ruppel attend?
John Ruppel attended Florida Gulf Coast University Lutgert College Of Business, Providence Catholic High School.
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John Ruppel
Wake Forest, Nc4gmail.com, ncsu.edu, philips.com, electriciti.com3 +197865XXXXX
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