Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Brian? Claim Your ProfileBrian Howard Rubin is a financial advisor with over 19 years of experience in the industry. Brian Rubin is currently registered with Benjamin F. Edwards & Company, Inc. in Missouri and Texas, and is active in both broker-dealer and investment advisor capacities. Previously, Brian Rubin was registered with Wells Fargo Advisors, LLC, BANC of America Investment Services, Inc., and BANC of America Investment Services, Inc. Brian Rubin has a broad range of experience working with high-net-worth individuals, charitable organizations, pension and profit-sharing plans, corporations or other businesses, and individuals other than high-net-worth. Brian Rubin offers a variety of services including financial planning, pension consulting, educational seminars, selection of other advisors, 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
MO
11/07/2014 - Present
Benjamin F. Edwards & Company, Inc. (ST. LOUIS MO)
MD
08/26/2008 - 11/19/2013
WELLS FARGO ADVISORS, LLC (BALTIMORE MD)
MD
10/25/2005 - 08/27/2008
BANC OF AMERICA INVESTMENT SERVICES, INC. (TOWSON MD)
MA
04/25/2001 - 06/06/2002
BANC OF AMERICA INVESTMENT SERVICES, INC. (BOSTON MA)
BOTH
Issued 11/16/2005
Series 66 - Uniform Combined State Law Examination
BC
Issued 05/03/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/24/2005
Series 7 - General Securities Representative Examination
BC
Issued 04/24/2001
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Brian Rubin is the right advisor for you? Invested Better is here to help.
