Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Andrew? Claim Your ProfileAndrew Rubin is a financial advisor with Equitable Advisors, LLC. Andrew has been in the industry since 1981 and holds a Series 6, 7, 22, 63, and 65 license. Andrew has been registered with Equitable Advisors, LLC since 1999 and has previously worked with The Equitable Life Assurance Society of the United States, Mutual Service Corporation, Summit Equities, Inc., and Equico Securities, Inc. Andrew specializes in Financial Planning, Pension Consulting, Educational Seminars, Selection of Other Advisers, Portfolio Management for Businesses, and Portfolio Management for Individuals.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
1
2
PA
07/18/2024 - Present
Equitable Advisors, LLC (BALA CYNWYD PA)
NY
06/13/1984 - 01/05/2000
THE EQUITABLE LIFE ASSURANCE SOCIETY OF THE UNITED STATES (NEW YORK NY)
NA
10/01/1985 - 08/01/1987
MUTUAL SERVICE CORPORATION
NA
03/01/1984 - 09/30/1985
SUMMIT EQUITIES, INC.
NA
11/18/1981 - 03/15/1984
EQUICO SECURITIES, INC.
NA
11/18/1981 - 03/15/1984
THE EQUITABLE LIFE ASSURANCE SOCIETY OF THE UNITED STATES
IA
Issued 08/11/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/18/1983
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/04/1999
Series 7 - General Securities Representative Examination
BC
Issued 03/15/1984
Series 22 - Direct Participation Programs Representative Examination
BC
Issued 10/19/1981
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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