Unclaimed
Ruben Bakhash is a financial advisor with LPL Financial LLC. Ruben has been in the industry since 2000 and holds a Series 66, Series 24, SIE, Series 31, and Series 7. Ruben has been registered with LPL Financial LLC since 1998. Ruben specializes in working with high-net-worth individuals, individuals other than high-net-worth, corporations or other businesses, pension and profit-sharing plans, charitable organizations, and investment clubs. Ruben provides financial planning, consulting and other non-discretionary advisory services, portfolio management for businesses, portfolio management for individuals, educational seminars, and selection of other advisors. Ruben is registered with the following states: Arizona, California, Colorado, Connecticut, District of Columbia, Florida, Georgia, Illinois, Indiana, Maine, Maryland, Massachusetts, Michigan, Minnesota, Mississippi, Nevada, New Hampshire, New Jersey, New York, North Carolina, Ohio, Pennsylvania, South Carolina, Tennessee, Texas, Utah, Virginia, Washington, Wisconsin, and Wyoming.
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.
Consulting and other non-discretionary advisory 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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
NJ
01/06/2020 - Present
LPL Financial LLC (WOODCLIFF LAKE NJ)
BOTH
Issued 02/02/2001
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/06/2011
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/26/2005
Series 31 - Futures Managed Funds Examination
BC
Issued 09/12/2000
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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