Unclaimed
Nicholas Rubnitz is a financial advisor at Rothschild Investment LLC. Nicholas is licensed in several states and has experience in providing financial advice to individuals, businesses, and institutions. Nicholas specializes in portfolio management for individuals, businesses, and pension consulting. Nicholas has worked with clients in various capacities, including as a financial advisor at Northwestern Mutual Investment Services LLC. Nicholas is committed to providing clients with personalized advice and guidance to help them achieve their financial goals.
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.
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.
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.
Fees calculated based on the performance of your investments relative to a benchmark.
1
2
IL
06/06/2022 - Present
Rothschild Investment LLC (CHICAGO IL)
IL
05/27/2021 - 07/15/2021
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (Chicago IL)
IA
Issued 10/27/2021
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/27/2021
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/18/2022
Series 7TO - General Securities Representative Examination
BC
Issued 05/27/2021
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 08/27/2020
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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