Francine RubinsteinCRD Number: 1423141
Current Firm: Msi Financial Services, Inc.
Francine Rubinstein (CRD# 1423141) is an Investment Advisor Representative working at Msi Financial Services, Inc. in Fort Lauderdale, FL and has over 30 years of experience in the finance industry.
|Metlife Securities Inc.||Fort Lauderdale, FL||Jan 2014 - Current||3|
|Wells Fargo Advisos LLC||Fort Lauderdale, FL||Sep 2011 - Jan 2014||2|
|Morgan Stanley Smith Barney||Boca Raton, FL||Jun 2009 - Sep 2011||2|
|Citigroup Global Markets Inc.||Boca Raton, FL||May 2008 - Jun 2009||1|
|Assent LLC||New York, NY||Mar 2008 - May 2008||< 1|
|Kaizen Media Holdings||Ft. Lauderdale, FL||Nov 2006 - Mar 2008||1|
|Kfr Asset Managment||Boca Raton, FL||Apr 2006 - Oct 2006||< 1|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Apr 1986|
|S66||NASAA Uniform Combined State Law Examination||Oct 2008|
Total Assets Under Management13,804MILLIONS
Total Number of Accounts105,831ACCOUNTS
Average Account Value$130,432
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
AK, AL, AR, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV
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