Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Karl? Claim Your ProfileKarl Boyd Rubin is a financial advisor in Columbus, OH. Karl has been in the financial industry for 27 years and is currently registered with Voya Financial Advisors, Inc. Karl has Series 6, 7, and 66 licenses, as well as the SIE exam. He is also a Certified Financial Planner. Previously, Karl was registered with ING FINANCIAL ADVISERS, LLC and AETNA FINANCIAL SERVICES, INC. Karl is a partner in JFFJB & G-2,LLC, a real estate investment firm. He is also an independent insurance agent and a member of the finance committee of the Columbus Jewish Federation.
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.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
OH
12/13/2019 - Present
Voya Financial Advisors, Inc. (Columbus OH)
OH
08/03/1998 - 01/03/2011
ING FINANCIAL ADVISERS, LLC (COLUMBUS OH)
CT
04/10/2000 - 09/23/2000
AETNA FINANCIAL SERVICES, INC. (HARTFORD CT)
NA
09/17/1984 - 08/22/1986
AETNA LIFE INSURANCE AND ANNUITY COMPANY
BOTH
Issued 11/09/1999
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/17/2000
Series 7 - General Securities Representative Examination
BC
Issued 07/31/1998
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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