Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kevin? Claim Your ProfileKevin Rubin is a financial advisor with PFS Investments Inc. Kevin is registered with the state of Texas. Kevin has been in the industry since 2016-09-20.
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.
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.
A percentage of the total value of assets under management is charged.
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2
IN
06/24/2024 - Present
PFS Investments Inc. (INDIANAPOLIS IN)
NY
12/15/1998 - 10/11/2004
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
NA
01/27/1995 - 12/31/1996
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
BC
Issued 07/15/2024
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 03/08/1995
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/22/2024
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 05/17/2024
SIE - Securities Industry Essentials Examination
BC
Issued 01/26/1995
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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