Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Ronald? Claim Your ProfileRonald J Rubin is a financial advisor with over 30 years of experience in the industry. He currently works as a Registered Representative and Investment Advisor Representative at Grove Point Advisors, LLC. Ronald's expertise spans various areas, including financial planning, portfolio management, and pension consulting. He has held previous positions at National Planning Corporation and H.D. Vest Investment Securities, Inc. Ronald is committed to providing personalized financial guidance to help clients 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.
A percentage of the total value of assets under management is charged.
1
2
MD
04/01/2021 - Present
Grove Point Advisors, LLC (ROCKVILLE MD)
CA
12/01/1999 - 11/28/2006
NATIONAL PLANNING CORPORATION (STUDIO CITY CA)
TX
05/25/1989 - 12/10/1999
H.D. VEST INVESTMENT SECURITIES, INC. (DALLAS TX)
IA
Issued 10/19/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/07/1990
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/06/2003
Series 51 - Municipal Fund Securities Principal Examination
BC
Issued 10/14/1999
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/02/1993
Series 7 - General Securities Representative Examination
BC
Issued 08/10/1990
Series 22 - Direct Participation Programs Representative Examination
BC
Issued 05/19/1989
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Ronald Rubin is the right advisor for you? Invested Better is here to help.
