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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Reuben? Claim Your ProfileReuben A. Fink is a financial advisor with over 15 years of experience in the financial industry. He is currently registered with UBS Financial Services Inc. as a Registered Representative (Series 7, Series 31, SIE). Prior to joining UBS Financial Services Inc., Reuben A. Fink worked at Morgan Stanley for over 10 years. Reuben A. Fink has experience in financial planning and portfolio management for individuals, businesses, and institutions. Reuben A. Fink holds a Series 66 license and has passed the Uniform Combined State Law Examination. Reuben A. Fink specializes in financial planning, retirement planning, college savings, and estate planning. Reuben A. Fink is dedicated to providing his clients with personalized financial advice and helping 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.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
See schedule d - miscellaneous
1
2
MA
12/13/2019 - Present
UBS Financial Services Inc. (BOSTON MA)
MA
06/01/2009 - 12/18/2019
MORGAN STANLEY (BOSTON MA)
MA
09/17/2008 - 06/01/2009
MORGAN STANLEY & CO. INCORPORATED (BOSTON MA)
BOTH
Issued 10/17/2008
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/27/2008
Series 31 - Futures Managed Funds Examination
BC
Issued 09/16/2008
Series 7 - General Securities Representative Examination
Active
Inactive
B
BOX Exchange LLC
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
Nasdaq ISE, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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