Rui Guo Ma
Professional summary
Rui Guo Ma, who also goes by Jason Ma, Rui Guo Ma, Ruiguo Ma, is a registered financial advisor currently at SAVVY ASSET MANAGEMENT LLC located in Upper Saddle River, New Jersey.
Rui Guo is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1994. Rui Guo has worked at 6 firms and has passed the Series 65, Series 63, Series 3, Series 7TO, SIE and Series 7 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Rui Guo Ma's CRS (Customer Relationship Summary).
Certified licenses
Experience
May 11, 2023 - Present
SAVVY ASSET MANAGEMENT LLC
August 2, 2019 - January 29, 2020
EDDID SECURITIES USA INC.
January 21, 1998 - December 8, 1998
MURIEL SIEBERT & CO., LLC
June 6, 1996 - January 27, 1998
MOMENTIX CAPITAL, INC.
November 9, 1995 - June 11, 1996
FIDELITY BROKERAGE SERVICES LLC
November 14, 1994 - November 9, 1995
NATIONAL FINANCIAL SERVICES LLC
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(5/11/2023)
Exams
Series 7TO
Date: 5/20/2019
General Securities Representative ExaminationCurrent Firm
SAVVY ASSET MANAGEMENT LLC
CRD#: 321018 / SEC#:
Contact information
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