Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Lynn? Claim Your ProfileLynn Rubin is a financial advisor with Stratos Wealth Partners, Ltd. Lynn Rubin has been in the financial services industry since December 27, 1995. Lynn Rubin is registered with the Financial Industry Regulatory Authority (FINRA) and the Securities and Exchange Commission (SEC). Lynn Rubin provides financial planning and investment advisory services to individuals, corporations, and charitable organizations. Lynn Rubin is also a registered insurance agent.
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.
Percentage of assets under management with third party managers
1
2
OH
03/23/2016 - Present
Stratos Wealth Partners, Ltd. (BEACHWOOD OH)
OH
05/17/2011 - 09/02/2014
HARBOUR INVESTMENTS, INC. (BEACHWOOD OH)
OH
01/23/2009 - 05/17/2011
SECURITIES AMERICA, INC. (BEACHWOOD OH)
OH
03/27/2008 - 01/23/2009
BRECEK & YOUNG ADVISORS, INC. (BEACHWOOD OH)
OH
05/26/2006 - 04/09/2008
GUNNALLEN FINANCIAL, INC (BEACHWOOD OH)
OH
03/14/2001 - 06/13/2006
BRECEK & YOUNG ADVISORS, INC. (BEACHWOOD OH)
OH
01/22/1999 - 03/06/2001
DONAHUE SECURITIES, INC. (CINCINNATI OH)
MA
12/21/1995 - 02/08/1999
SIGNATOR INVESTORS, INC. (BOSTON MA)
MA
12/21/1995 - 05/01/1997
JOHN HANCOCK MUTUAL LIFE INSURANCE COMPANY (BOSTON MA)
BOTH
Issued 04/01/2002
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/31/2004
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/08/2001
Series 7 - General Securities Representative Examination
BC
Issued 12/20/1995
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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