Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Andres? Claim Your ProfileAndres Rubert is an investment advisor representative who has been in the industry since 2007. Andres has Series 7 and Series 66 licenses and is registered in New Jersey and Virginia. Andres is currently employed by Infinity Financial Services Advisory, a firm based in Oakland, CA. The firm has a total of 901 accounts under management, with approximately $145,046,777 in assets. The firm provides investment advisory services to a range of clients, including individuals, corporations, and high-net-worth individuals. Andres is a skilled investment advisor with a strong track record of success.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
A percentage of the total value of assets under management is charged.
1
2
VA
11/05/2020 - Present
Infinity Financial Services Advisory (Arlington VA)
NY
09/10/2015 - 08/26/2016
NEWPORT COAST SECURITIES, INC. (NEW YORK NY)
NY
04/17/2012 - 05/13/2015
CITIGROUP GLOBAL MARKETS INC. (NEW YORK NY)
NY
06/18/2010 - 03/20/2012
CHASE INVESTMENT SERVICES CORP. (NEW YORK NY)
NY
11/17/2008 - 06/08/2010
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
DC
02/07/2007 - 11/06/2008
CITIGROUP GLOBAL MARKETS INC. (WASHINGTON DC)
BOTH
Issued 02/21/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/06/2007
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Andres Rubert is the right advisor for you? Invested Better is here to help.
