Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Gil? Claim Your ProfileGil Rubio is a financial advisor with over 20 years of experience in the financial services industry. Gil has been a registered representative with Raymond James & Associates, Inc. since July 2021 and specializes in providing financial planning and portfolio management services for individuals, businesses, and institutions. Gil is also a Certified Financial Planner™ and holds a Series 3, 7, 31, and 66 licenses.
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.
Please see note in schedule d - miscellaneous
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
FL
07/30/2021 - Present
Raymond James & Associates, Inc. (Hallandale Beach FL)
NJ
08/27/2015 - 07/29/2021
WELLS FARGO CLEARING SERVICES, LLC (SHORT HILLS NJ)
NY
09/22/2003 - 08/28/2015
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
NY
10/11/2002 - 08/04/2003
MORGAN STANLEY DW INC. (PURCHASE NY)
NY
07/18/1996 - 11/09/1998
GARBAN CORPORATES LLC (NEW YORK NY)
NY
01/24/1996 - 07/16/1996
CHAPDELAINE CORPORATE SECURITIES & CO (NEW YORK NY)
BOTH
Issued 10/25/2002
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/10/2002
Series 3 - National Commodity Futures Examination
BC
Issued 11/01/2002
Series 31 - Futures Managed Funds Examination
BC
Issued 10/10/2002
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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