Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Reuben? Claim Your ProfileReuben Codjoe is an active investment advisor and broker. Reuben has over 18 years of experience in the financial services industry. Reuben is registered with UBS Financial Services Inc. and previously worked at a number of firms, including Northwestern Mutual Investment Services, LLC, TD Wealth Management Services Inc., and Citigroup Global Markets Inc. Reuben is licensed to provide financial advice and sell securities in all states of the United States. Reuben specializes in providing financial planning, portfolio management, and investment advisory services to individuals, corporations, and charitable organizations.
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
NJ
06/03/2013 - Present
UBS Financial Services Inc. (WEEHAWKEN NJ)
NY
09/10/2010 - 01/26/2011
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (NEW YORK NY)
NY
02/09/2010 - 05/28/2010
TD WEALTH MANAGEMENT SERVICES INC. (NEW YORK NY)
NJ
12/20/2007 - 09/16/2009
BARCLAYS GLOBAL INVESTORS SERVICES (JERSEY CITY NJ)
NY
05/15/2006 - 10/18/2007
CITIGROUP GLOBAL MARKETS INC. (NEW YORK NY)
NJ
11/12/2004 - 03/29/2006
TD WATERHOUSE INVESTOR SERVICES, INC. (JERSEY CITY NJ)
NY
09/29/2004 - 01/25/2005
MILESTONE GROUP MANAGEMENT LLC (LAKE SUCCESS NY)
NJ
06/30/2001 - 09/25/2002
DATEK ONLINE FINANCIAL SERVICES LLC (JERSEY CITY NJ)
NE
03/15/2000 - 06/30/2001
DATEK ONLINE BROKERAGE SERVICES LLC (OMAHA NE)
BC
Issued 08/04/2014
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 06/16/2006
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/03/2015
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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