Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jeffrey? Claim Your ProfileJeffrey Paul Rubenstein is a financial professional with over 30 years of experience in the industry. Jeffrey has worked for several prominent firms, including Sanford C. Bernstein & Co., LLC, BrokerageAmerica, Inc, and Ladenburg, Thalmann & Co., INC. Currently, Jeffrey is a registered representative at Bernstein Institutional Services LLC. Jeffrey has a broad range of experience in financial services, having worked in various roles across different firms. Jeffrey holds the Series 7, 24, 55, 57TO, and SIE licenses. Jeffrey is currently registered in New York.
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.
Seminars designed to boost your financial literacy and investment knowledge.
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.
1
2
NY
05/22/2024 - Present
Bernstein Institutional Services LLC (NEW YORK NY)
NY
06/27/2002 - 04/08/2024
SANFORD C. BERNSTEIN & CO., LLC (NEW YORK NY)
NY
05/30/2001 - 03/22/2002
BROKERAGEAMERICA, INC (NE W YORK NY)
NY
07/16/1998 - 05/02/2001
NDB CAPITAL MARKETS, LP (NEW YORK NY)
FL
10/30/1997 - 06/26/1998
JW CHARLES SECURITIES,INC. (BOCA RATON FL)
NY
02/01/1996 - 06/16/1997
LADENBURG, THALMANN & CO., INC. (NEW YORK NY)
NY
02/23/1995 - 02/09/1996
AXIOM CAPITAL MANAGEMENT, INC. (NEW YORK NY)
NY
11/09/1992 - 03/08/1995
LADENBURG, THALMANN & CO., INC. (NEW YORK NY)
NY
11/15/1991 - 11/05/1992
OPPENHEIMER & CO., INC. (NEW YORK NY)
NY
07/07/1988 - 04/05/1991
PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)
NA
01/19/1988 - 03/08/1988
MACPEG, ROSS, O'CONNELL & GOLDABER, INC.
BC
Issued 02/19/1988
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/08/2001
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 57TO - Securities Trader Exam
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/26/1999
Series 55 - Limited Representative-Equity Trader Exam
BC
Issued 01/16/1988
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe EDGA Exchange, Inc.
C
Cboe EDGX Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
L
Long-Term Stock Exchange, Inc.
M
MEMX LLC
M
MIAX PEARL, LLC
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
NYSE National, Inc.
N
Nasdaq BX, Inc.
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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