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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Brett? Claim Your ProfileBrett Ian Rubinson is a financial advisor at Pathstone. Brett has been in the financial industry since 1999 and is a Chartered Financial Analyst. Brett's areas of specialization include retirement planning, college savings, estate planning and investment management. Brett also provides family office services, expense management, bill pay, insurance advisory, concierge service, philanthropic advisory and educational seminars. Prior to joining Pathstone, Brett worked at VERITABLE, LP and PNC Capital Markets, Inc.
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.
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.
Strategic management for diversified investment portfolios.
Family office services - expense management, bill pay, insurance advisory, concierge service, philanthropic advisory
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.
Fees calculated based on the performance of your investments relative to a benchmark.
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2
PA
09/21/2023 - Present
Pathstone (NEWTOWN SQUARE PA)
PA
06/16/2001 - 04/02/2004
PNC CAPITAL MARKETS, INC. (PITTSBURGH PA)
KY
10/19/1999 - 06/16/2001
J.J.B. HILLIARD, W.L. LYONS, INC. (LOUISVILLE KY)
PA
10/13/1999 - 10/14/1999
PNC BROKERAGE CORP (PITTSBURGH PA)
BC
Issued 10/14/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/12/1999
Series 7 - General Securities Representative Examination
Active
Inactive
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