Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Dean? Claim Your ProfileDean Charles Rubin is an investment advisor representative who has been in the industry since January 2002. Dean is currently registered with Equitable Advisors, LLC and has branch office locations in Locust Grove, VA. Dean has also been registered with MONY Securities Corporation and Trusted Securities Advisors Corp. in the past. Dean is a registered investment advisor in Colorado, North Carolina, Ohio, and Virginia. Dean holds Series 6, 7, 63, and 65 licenses. Dean also holds a CPA license. In addition to working as an investment advisor, Dean is also a tax preparer, and a business consultant. Dean specializes in providing financial planning, pension consulting, educational seminars, selection of other advisers, 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
VA
11/21/2013 - Present
Equitable Advisors, LLC (LOCUST GROVE VA)
NY
12/02/2003 - 06/01/2005
MONY SECURITIES CORPORATION (NEW YORK NY)
NY
01/03/2002 - 12/02/2003
TRUSTED SECURITIES ADVISORS CORP. (NEW YORK NY)
IA
Issued 11/20/2013
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/02/2002
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/20/2006
Series 7 - General Securities Representative Examination
BC
Issued 01/02/2002
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Dean Rubin is the right advisor for you? Invested Better is here to help.
