Unclaimed
Kobe Rudin is an Investment Advisor Representative associated with Curi RMB Capital, LLC. Kobe is registered with the state of Illinois. Kobe has 1 state exam, the Uniform Investment Adviser Law Examination, which was passed on 6/3/2024. Kobe has been in the industry for 7 years, starting in December of 2016.
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.
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.
Strategic management for diversified investment portfolios.
Sponsor, general partner, managing member (or equivalent) of pooled investment vehicles
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.
Fees calculated based on the performance of your investments relative to a benchmark.
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IL
06/03/2024 - Present
Curi RMB Capital, LLC (CHICAGO IL)
IA
Issued 06/03/2024
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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