Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Ruben? Claim Your ProfileRuben Marshall is a financial advisor with over 25 years of experience in the industry. Ruben has a strong track record of success in providing financial advice to a wide range of clients, including high-net-worth individuals, corporations, and institutions. Ruben is a Certified Financial Planner and holds the Series 7, Series 10, Series 9, Series 63 and Series 65 licenses. Ruben is currently registered with J.P. Morgan Securities LLC. Prior to joining J.P. Morgan Securities LLC, Ruben worked at E*TRADE SECURITIES LLC and Raymond James & Associates, Inc.. Ruben is committed to providing his clients with personalized financial advice and guidance to help them 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.
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.
A percentage of the total value of assets under management is charged.
Fee computed based on cents-per-share-deposited-into-the-account
1
2
NJ
08/08/2014 - Present
J.p. Morgan Securities LLC (PRINCETON NJ)
NY
08/14/2008 - 08/13/2014
E*TRADE SECURITIES LLC (NEW YORK NY)
FL
03/02/2007 - 08/12/2008
RAYMOND JAMES & ASSOCIATES, INC. (ORLANDO FL)
FL
02/12/1997 - 12/04/2006
TD AMERITRADE, INC. (ORLANDO FL)
IA
Issued 07/17/2007
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/21/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/12/1999
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 06/26/1999
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/01/1996
Series 7 - General Securities Representative Examination
Active
Inactive
B
BOX Exchange LLC
C
Cboe C2 Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
L
Long-Term Stock Exchange, Inc.
M
MEMX LLC
M
MIAX Emerald, LLC
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
NYSE National, Inc.
N
Nasdaq BX, Inc.
N
Nasdaq GEMX, LLC
N
Nasdaq ISE, LLC
N
Nasdaq MRX, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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