Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Judy? Claim Your ProfileJudy Margaret Rubin is a financial advisor with over 30 years of experience in the financial services industry. Judy has held various roles at firms such as Walnut Street Securities, Inc., Nathan & Lewis Securities, Inc., and The Advisors Group, Inc. Judy is currently a Registered Representative and Investment Advisor Representative with Osaic Wealth, Inc. and works with a variety of clients including high-net-worth individuals, charitable organizations, corporations, and pension and profit-sharing plans. Judy is dedicated to providing personalized financial advice and guidance to help clients achieve their financial goals.
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.
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.
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2
NY
10/11/2024 - Present
Osaic Wealth, Inc. (WHITE PLAINS NY)
CA
08/01/2003 - 09/27/2005
WALNUT STREET SECURITIES, INC. (EL SEGUNDO CA)
NY
08/04/1997 - 08/01/2003
NATHAN & LEWIS SECURITIES, INC. (NEW YORK NY)
MD
04/23/1997 - 08/06/1997
THE ADVISORS GROUP, INC. (BETHESDA MD)
NY
08/28/1992 - 04/21/1997
FLEET ENTERPRISES, INC. (NEW YORK NY)
PA
10/13/1988 - 01/22/1992
CIGNA SECURITIES, INC. (RADNOR PA)
NA
05/22/1985 - 09/12/1988
JONATHAN ALAN & CO., INC.
IA
Issued 07/25/1997
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/21/1985
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/09/1994
Series 7 - General Securities Representative Examination
BC
Issued 07/29/1985
Series 22 - Direct Participation Programs Representative Examination
BC
Issued 03/21/1985
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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