Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Ross? Claim Your ProfileRoss Rubinstein is an investment advisor representative associated with Freestone Capital Management, LLC and has been in the industry since December 2013. Ross has a series 66 and Series 7 license as well as the Securities Industry Essentials (SIE) exam. Ross is a Certified Financial Planner (CFP) and specializes in providing portfolio management for individuals, businesses, and pooled investment vehicles. Ross is also able to provide financial planning and educational seminars. Ross previously worked at Morgan Stanley, UBS Financial Services Inc. and Merrill Lynch, Pierce, Fenner & Smith Incorporated.
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.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
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.
Fees calculated based on the performance of your investments relative to a benchmark.
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2
WA
04/21/2021 - Present
Freestone Capital Management, LLC (SEATTLE WA)
NY
07/25/2017 - 06/18/2018
MORGAN STANLEY (NEW YORK NY)
NY
08/19/2015 - 06/16/2017
UBS FINANCIAL SERVICES INC. (NEW YORK NY)
PA
12/17/2013 - 07/27/2015
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (JENKINTOWN PA)
BOTH
Issued 04/01/2014
Series 66 - Uniform Combined State Law Examination
BC
Issued 06/18/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/17/2013
Series 7 - General Securities Representative Examination
Active
Inactive
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