Michael RubensteinCRD Number: 5445954
Current Firm: J. W. Cole Advisors, Inc.
Michael Rubenstein (CRD# 5445954) is an Investment Advisor Representative working at J. W. Cole Advisors, Inc. in Tampa, FL and has over 9 years of experience in the finance industry.
Gavin Management Group, Inc.
The Financial Well, Inc.
Gator Capital Management, LLC
|J.w. Cole Financial, Inc.||Tampa, FL||Sep 2010 - Current||7|
|Jonathan Roberts Advisory Group, Inc.||Tampa, FL||Sep 2010 - Current||7|
|Schlager, Schlager & Levin||Ft. Myers, FL||Mar 2008 - Current||10|
|Michael R. Rubenstein & Associates||Fort Myers, FL||Jun 1979 - Current||39|
|Cambridge Investment Research, Inc.||Fairfield, IA||Oct 2007 - Sep 2010||2|
|Cambridge Investment Research Advisors, Inc.||Fairfield, IA||Jul 2008 - Jun 2009||< 1|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Jul 2008|
Total Assets Under Management1,501MILLIONS
Total Number of Accounts7,731ACCOUNTS
Average Account Value$194,099
- 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
- Selection of other advisers (including private fund managers)
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV