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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Daniel? Claim Your ProfileDaniel Oren Rubin is an investment advisor representative at Vanguard Advisers, Inc., and has been in the industry since 2003. Daniel is a registered investment advisor in Pennsylvania and Texas. Daniel has experience with a variety of clients, including individuals, high-net-worth individuals, pension and profit-sharing plans, corporations, charitable organizations, and pooled investment vehicles. Daniel holds Series 6, 7, 63, and 65 licenses, as well as the SIE exam. Daniel's previous experience includes roles at Nationwide Investment Services Corporation, BANC ONE SECURITIES CORPORATION, and Farmers Financial Solutions, LLC. Daniel is committed to providing clients with personalized financial advice and investment management services.
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.
A percentage of the total value of assets under management is charged.
1
2
PA
01/15/2015 - Present
Vanguard Advisers, Inc. (MALVERN PA)
OH
12/07/2004 - 07/10/2006
NATIONWIDE INVESTMENT SERVICES CORPORATION (DUBLIN OH)
IL
02/17/2004 - 09/07/2004
BANC ONE SECURITIES CORPORATION (CHICAGO IL)
CA
11/20/2002 - 12/04/2003
FARMERS FINANCIAL SOLUTIONS, LLC (WESTLAKE VILLAGE CA)
IA
Issued 08/19/2014
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/18/2006
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/13/2011
Series 7 - General Securities Representative Examination
BC
Issued 11/19/2002
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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