Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Edward? Claim Your ProfileEdward Rubin is a financial advisor at Cuso Financial Services, LP. Edward is a licensed investment advisor representative, and has been working in the financial services industry since 2000. Edward has worked for multiple firms during this period, including LPL Financial LLC and UBS PaineWebber Inc.
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.
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2
OR
04/20/2020 - Present
Cuso Financial Services, LP (NORTH BEND OR)
OR
02/01/2012 - 11/26/2019
CUSO FINANCIAL SERVICES, L.P. (EUGENE OR)
OR
03/08/2011 - 02/03/2012
LPL FINANCIAL LLC (EUGENE OR)
OR
04/18/2005 - 03/24/2011
CUSO FINANCIAL SERVICES, L.P. (EUGENE OR)
CA
02/12/2002 - 04/11/2005
WM FINANCIAL SERVICES, INC. (IRVINE CA)
NJ
08/03/2000 - 01/10/2002
UBS PAINEWEBBER INC. (WEEHAWKEN NJ)
MO
10/26/1999 - 08/11/2000
FIRST UNION SECURITIES, INC. (ST. LOUIS MO)
IA
Issued 12/09/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/04/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/19/2018
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/13/1999
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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