Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Joseph? Claim Your ProfileJoseph Neil Rubinstein is a financial advisor with over 35 years of experience in the financial services industry. Joseph is currently registered with LPL Financial LLC in California and Nevada. Joseph is a Series 7, Series 24, Series 63, and Series 66 licensed financial advisor. Joseph has been with LPL Financial LLC since August 2022. Previously Joseph was a registered representative with Grove Point Investments, LLC in California. Joseph is a financial advisor with over 35 years of experience in the financial services industry. Joseph specializes in providing financial planning and investment advisory services to individuals, families, and businesses.
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.
Consulting and other non-discretionary advisory 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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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2
CA
12/15/2023 - Present
LPL Financial LLC (WEST COVINA CA)
CA
02/21/2007 - 08/10/2022
GROVE POINT INVESTMENTS, LLC (WEST COVINA CA)
CA
12/22/1987 - 04/18/2017
DIVERSIFIED SECURITIES, INCORPORATED (WEST COVINA CA)
BOTH
Issued 03/01/2005
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/18/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/26/1994
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/19/1987
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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