Verified
Michael Peter Rubino is an investment advisor representative with LPL Financial LLC. Michael has been in the financial industry since 1983. Michael holds FINRA Series 6, 7, 24, 26, 63, and 66 licenses, and the SIE exam. Michael is currently registered with the state of Michigan and Texas. Prior to joining LPL Financial LLC, Michael was registered with Brokerage Design & Development, Inc., Titan/Value Equities Group, Inc., and First Investors Corporation. Michael's firm provides investment advisory and financial planning services to individuals, corporations, and institutions. Michael is committed to providing his clients with personalized financial advice and guidance.
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.
Consulting and other non-discretionary advisory services
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
MI
09/12/2024 - Present
LPL Financial LLC (TROY MI)
CA
06/28/2000 - 04/15/2005
BROKERAGE DESIGN & DEVELOPMENT, INC. (ORANGE CA)
CA
09/21/1989 - 09/17/1997
TITAN/VALUE EQUITIES GROUP, INC. (IRVINE CA)
NJ
09/14/1983 - 09/23/1989
FIRST INVESTORS CORPORATION (EDISON NJ)
BOTH
Issued 02/24/2011
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/16/1983
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/19/1990
Series 24 - General Securities Principal Examination
BC
Issued 08/20/1984
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/20/1990
Series 7 - General Securities Representative Examination
BC
Issued 09/12/1983
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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