Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Stephanie? Claim Your ProfileStephanie Michelle Rubin is a Registered Representative with PFS Investments Inc. Stephanie has been in the securities industry since 2003 and has experience with Chase Investment Services Corp., Fidelity Brokerage Services LLC, Bear, Stearns & Co. Inc., and ING Barings LLC. Stephanie is licensed to conduct business in New York. Stephanie holds the following licenses: Series 63, Series 7, and SIE.
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.
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.
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2
NY
05/09/2019 - Present
PFS Investments Inc. (FOREST HILLS NY)
NY
04/10/2013 - 11/15/2017
HSBC SECURITIES (USA) INC. (BRONX NY)
NY
03/11/2008 - 04/18/2011
HSBC SECURITIES (USA) INC. (NEW YORK NY)
NY
10/09/2003 - 02/11/2008
CHASE INVESTMENT SERVICES CORP. (NEW YORK NY)
RI
02/28/2001 - 10/13/2003
FIDELITY BROKERAGE SERVICES LLC (SMITHFIELD RI)
NY
02/29/2000 - 10/31/2000
BEAR, STEARNS & CO. INC. (NEW YORK NY)
NY
11/22/1999 - 02/25/2000
ING BARINGS LLC (NEW YORK NY)
BC
Issued 12/23/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/15/2017
SIE - Securities Industry Essentials Examination
BC
Issued 11/19/1999
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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