Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jonathan? Claim Your ProfileJonathan Rubin is a financial professional with over 12 years of experience in the industry. Jonathan is a registered representative of Northwestern Mutual Investment Services, LLC and holds Series 6, Series 63, and SIE licenses. Jonathan has earned the trust of clients in Arizona, California, Colorado, Florida, Idaho, Illinois, Massachusetts, Missouri, New Jersey, New York, North Carolina, Pennsylvania, Tennessee, Texas, Virginia, and Washington. Jonathan focuses on providing financial planning and investment advice to a range of clients.
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.
Investment research; referrals to other advisers
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.
Referral fees
1
2
CA
10/04/2010 - Present
Northwestern Mutual Investment Services, LLC (CARLSBAD CA)
BC
Issued 12/01/2010
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/01/2010
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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