Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you David? Claim Your ProfileDavid Reuben is a financial professional with over 30 years of experience in the securities industry. David is a registered representative with Cadaret, Grant & Co., Inc. and is also a registered Investment Advisor Representative. David has held positions with several firms over the years, including Royal Alliance Associates, Inc., Petersen Investments, Inc., and Ryan Beck & Co. David is licensed to sell insurance products and offers financial planning 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.
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
NY
02/17/2022 - Present
Cadaret, Grant & CO., Inc. (Huntington Station NY)
NY
02/27/2018 - 05/30/2019
ROYAL ALLIANCE ASSOCIATES, INC. (HUNTINGTON STATION NY)
NY
02/07/2003 - 02/27/2018
PETERSEN INVESTMENTS, INC. (HUNTINGTON STATION NY)
NJ
04/29/2002 - 03/03/2003
RYAN BECK & CO. (FLORHAM PARK NJ)
NY
11/27/1992 - 05/15/2002
GRUNTAL & CO., L.L.C. (NEW YORK NY)
NY
01/11/1991 - 11/12/1992
JOSEPHTHAL LYON & ROSS INCORPORATED (NEW YORK NY)
NY
03/01/1989 - 12/20/1990
ROBERT TODD FINANCIAL CORP. (NEW YORK NY)
NA
12/08/1988 - 02/28/1989
POWER SECURITIES CORPORATION
NA
03/24/1987 - 12/13/1988
THE STUART-JAMES COMPANY, INCORPORATED
IA
Issued 02/16/2022
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/03/1987
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/21/1987
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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