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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Mitchell? Claim Your ProfileMitchell Rubin is a financial advisor with Next Financial Group, Inc., based in Houston, Texas. Mitchell has been in the financial services industry since 1997. Mitchell specializes in providing financial planning and investment advice to individuals, businesses, and retirement plans. Mitchell is a Certified Financial Planner (CFP®) and holds Series 6, 7, 24, 63, and 65 licenses.
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.
Seminar/workshop attendance fees
1
2
TX
04/13/2011 - Present
Next Financial Group, Inc. (HOUSTON TX)
NY
05/15/2009 - 12/10/2010
METLIFE SECURITIES INC. (ELMSFORD NY)
NY
10/16/1997 - 05/01/2009
EQUITY SERVICES, INC. (NEW YORK NY)
IN
05/19/1997 - 09/24/1997
JEFFERSON-PILOT INVESTOR SERVICES, INC. (FORT WAYNE IN)
IA
Issued 07/29/2002
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/04/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/21/2002
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/04/2001
Series 7 - General Securities Representative Examination
BC
Issued 05/16/1997
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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