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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Hal? Claim Your ProfileHal Rubin is a financial advisor who has been in the industry since 1970. Hal Rubin works with a variety of clients, including high-net-worth individuals, individuals other than high-net-worth, corporations or other businesses, charitable organizations, and pension and profit-sharing plans. Hal Rubin specializes in portfolio management for individuals. Hal Rubin is currently registered with F L Putnam Investment Management Co. Hal Rubin's previous employers include NEW ENGLAND SECURITIES, ALEX. BROWN & SONS and DREXEL BURNHAM & COMPANY INC. Hal Rubin has passed the Uniform Investment Adviser Law Examination, Registered Options Principal Examination, Registered Principal Examination, and Registered Representative Examination. Hal Rubin is a registered Investment Advisor in Massachusetts.
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.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
Portfolio monitoring and consulting
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.
Assets under advisement
1
2
MA
11/28/2022 - Present
F L Putnam Investment Management Co. (LYNNFIELD MA)
NA
03/24/1980 - 09/17/1990
NEW ENGLAND SECURITIES
NA
09/24/1973 - 03/08/1980
ALEX. BROWN & SONS
NA
01/07/1970 - 10/04/1973
DREXEL BURNHAM & COMPANY INC
IA
Issued 03/30/1994
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/23/1977
Series 4 - Registered Options Principal Examination
BC
Issued 12/23/1969
Series 40 - Registered Principal Examination
BC
Issued 08/29/1960
Series 1 - Registered Representative Examination
Active
Inactive
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