Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Bert? Claim Your ProfileBert Subin is a financial advisor associated with Stifel, Nicolaus & Company, Inc.. Bert is a Registered Representative with FINRA and a licensed Investment Advisor Representative in the state of New York. Bert Subin has been in the financial services industry for over 10 years, joining Stifel, Nicolaus & Company, Inc. in 2018. Prior to joining Stifel, Nicolaus & Company, Inc., Bert Subin was employed by Deutsche Bank Securities Inc. in Jacksonville, Florida.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
NY
10/12/2018 - Present
Stifel, Nicolaus & Company, Inc. (NEW YORK NY)
FL
10/23/2013 - 07/08/2016
DEUTSCHE BANK SECURITIES INC. (JACKSONVILLE FL)
BC
Issued 11/19/2013
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/12/2018
Series 87 - Research Analyst Exam - Part II Regulations Module
BC
Issued 07/08/2016
SIE - Securities Industry Essentials Examination
BC
Issued 10/23/2013
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
New York Stock Exchange
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