Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert Alan Reuben is a financial professional with over 40 years of experience in the industry. Robert is currently registered with Ameriprise Financial Services, LLC and is licensed in several states. Robert has previously worked with Morgan Stanley, Oppenheimer & Co. Inc., and Fahnestock International Inc. Robert has a Series 7, Series 63, and Series 65 licenses, and has passed the SIE exam. Robert provides a variety of financial services, including financial planning, asset allocation, and portfolio management for individuals, businesses, and trusts.
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.
Asset allocation services
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.
1
2
NY
04/16/2021 - Present
Ameriprise Financial Services, LLC (NEW YORK NY)
NY
01/06/2012 - 06/18/2020
MORGAN STANLEY (NEW YORK NY)
NY
04/12/1988 - 01/18/2012
OPPENHEIMER & CO. INC. (NEW YORK NY)
NA
04/01/1988 - 04/12/1988
FAHNESTOCK INTERNATIONAL INC.
NA
10/08/1984 - 04/01/1988
FAHNESTOCK & CO., INC.
NA
01/30/1984 - 10/10/1984
MONVEST LIMITED PARTNERSHIP
NA
10/13/1982 - 02/01/1984
SOUTHEAST SECURITIES OF FLORIDA, INC.
IA
Issued 12/15/2007
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/23/1982
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/18/1982
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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