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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jerry? Claim Your ProfileJerry Irving Rubin is a financial advisor with over 40 years of experience in the industry. Jerry Rubin is currently registered with TLG Advisors, Inc., a firm that offers a variety of financial services, including investment advisory services, portfolio management, and financial planning. Jerry Rubin has a wide range of experience in the industry, having previously worked with Lincoln Investment, Capital Analysts, Incorporated, Hornor, Townsend & Kent, Inc., and Sun Investment Services Company. Jerry Rubin is also a registered representative in Michigan and has a Series 65 and Series 63 license. Jerry Rubin has a strong commitment to providing his clients with personalized financial advice and guidance.
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.
Placement of institutional funds
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
CO
01/04/2017 - Present
TLG Advisors, Inc. (LITTLETON CO)
MI
06/01/2012 - 12/31/2016
LINCOLN INVESTMENT (SOUTHFIELD MI)
MI
02/20/2002 - 06/01/2012
CAPITAL ANALYSTS, INCORPORATED (SOUTHFIELD MI)
PA
07/07/1997 - 02/19/2002
HORNOR, TOWNSEND & KENT, INC. (HORSHAM PA)
MA
01/21/1976 - 07/11/1997
SUN INVESTMENT SERVICES COMPANY (WELLESLEY HILLS MA)
IA
Issued 09/30/2010
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/01/1982
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/15/1976
Series 1 - Registered Representative Examination
Active
Inactive
F
FINRA
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