Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Rubin? Claim Your ProfileRubin Magit is a financial advisor with over 40 years of experience in the financial services industry. Rubin currently works at Merrill Lynch, Pierce, Fenner & Smith Inc. Rubin has held previous roles at UBS Financial Services Inc., Lehman Brothers Inc., and Shearson Hayden Stone Inc. Rubin is registered to provide investment advice in 25 states and the District of Columbia.
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.
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.
Performance measurement reports, allocation modeling, ips, research reports and services, see schedule d
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
NY
07/19/2012 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (NEW YORK NY)
NY
06/14/1993 - 01/29/2010
UBS FINANCIAL SERVICES INC. (NEW YORK NY)
NY
11/22/1977 - 06/29/1993
LEHMAN BROTHERS INC. (NEW YORK NY)
NA
10/26/1977 - 11/22/1977
SHEARSON HAYDEN STONE INC.
IA
Issued 12/05/1994
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/14/1986
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/04/2005
Series 31 - Futures Managed Funds Examination
BC
Issued 10/17/1981
Series 5 - Interest Rate Options Examination
BC
Issued 10/15/1977
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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