Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Dale? Claim Your ProfileDale Rubin is a financial advisor with over 30 years of experience in the financial services industry. Dale Rubin currently works with Lincoln Investment, Capital Analysts and Beacon Financial Advisory LLC in Cleveland, OH. Dale Rubin offers a range of financial services, including financial planning, portfolio management, and investment advisory services. Dale Rubin's services are available to individuals, corporations, and businesses.
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.
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
OH
10/11/2024 - Present
Lincoln Investment (Cleveland OH)
OH
04/23/2010 - 06/01/2012
CAPITAL ANALYSTS, INCORPORATED (CLEVELAND OH)
OH
01/03/2007 - 05/21/2010
SANDERS MORRIS HARRIS INC. (BEACHWOOD OH)
OH
02/10/1992 - 01/04/2007
LINCOLN FINANCIAL ADVISORS CORPORATION (CLEVELAND OH)
IN
02/10/1992 - 05/08/2006
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (FORT WAYNE IN)
NA
10/13/1987 - 09/10/1988
COWEN & CO.
NA
10/29/1985 - 10/30/1987
SMITH BARNEY, HARRIS UPHAM & CO., INCORPORATED
NA
09/25/1984 - 10/29/1985
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
BC
Issued 12/06/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/21/1997
Series 7 - General Securities Representative Examination
BC
Issued 02/07/1992
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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