Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jeremy? Claim Your ProfileJeremy Rubin is a financial advisor with Athene Securities, LLC. Jeremy has been in the financial services industry since 2008 and has held previous roles with Crossroads Capital Distributors, LLC, Directed Services LLC, ING Financial Partners, Inc., Princor Financial Services Corporation and AXA Advisors, LLC. Jeremy holds Series 6, 7, 26, 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.
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.
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2
IA
06/16/2020 - Present
Athene Securities, LLC (WEST DES MOINES IA)
CA
08/25/2015 - 05/16/2016
CROSSROADS CAPITAL DISTRIBUTORS, LLC (NEWPORT BEACH CA)
IA
04/05/2013 - 08/13/2015
DIRECTED SERVICES LLC (DES MOINES IA)
IA
12/03/2007 - 10/20/2010
ING FINANCIAL PARTNERS, INC. (ANKENY IA)
IA
03/21/2002 - 12/06/2007
PRINCOR FINANCIAL SERVICES CORPORATION (ANKENY IA)
NY
08/30/2001 - 03/12/2002
AXA ADVISORS, LLC (NEW YORK NY)
BC
Issued 11/02/2015
Series 63 - Uniform Securities Agent State Law Examination
BOTH
Issued 08/31/2001
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/26/2023
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 04/04/2013
Series 6 - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 08/29/2001
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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