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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jeffrey? Claim Your ProfileJeffrey Rubin is a financial advisor who has been active in the financial industry since 1980. Currently, he is registered with Great Valley Advisor Group, Inc. and is licensed to provide investment advisory services in Florida. Jeffrey Rubin has experience working with various firms, including Wells Fargo Advisors, LLC and Prudential Securities Incorporated. His areas of specialization include retirement planning, college savings, and estate planning.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Consulting services
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
FL
03/28/2022 - Present
Great Valley Advisor Group, Inc. (Boca Raton FL)
CT
07/01/2003 - 07/05/2016
WELLS FARGO ADVISORS, LLC (DANBURY CT)
NY
10/16/1989 - 07/01/2003
PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)
NY
09/23/1981 - 10/24/1989
BEAR, STEARNS & CO. INC. (NEW YORK NY)
NA
06/04/1980 - 06/13/1983
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
IA
Issued 12/06/1993
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/13/1983
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/16/1985
Series 15 - Foreign Currency Options Examination
BC
Issued 09/21/1981
Series 7 - General Securities Representative Examination
BC
Issued 05/22/1980
Series 1 - Registered Representative Examination
Active
Inactive
F
FINRA
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