Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Noah? Claim Your ProfileNoah Rubin is a financial advisor with over 15 years of experience in the financial services industry. Noah is currently registered with Wells Fargo Clearing Services, LLC and holds Series 7 and Series 66 licenses. Prior to joining Wells Fargo Clearing Services, LLC, Noah was employed at UBS Financial Services Inc. and Oppenheimer & Co. Inc. Noah has worked with clients from all walks of life, including individuals, families, businesses, and institutions.
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.
Investment consulting services to institutional clients
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.
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2
FL
05/04/2023 - Present
Wells Fargo Clearing Services, LLC (BOCA RATON FL)
FL
04/30/2015 - 10/12/2021
UBS FINANCIAL SERVICES INC. (BOCA RATON FL)
FL
03/18/2009 - 05/04/2015
OPPENHEIMER & CO. INC. (BOCA RATON FL)
FL
11/05/2007 - 03/16/2009
STANFORD GROUP COMPANY (BOCA RATON FL)
BOTH
Issued 11/21/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/02/2007
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
Nasdaq GEMX, LLC
N
Nasdaq ISE, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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