Claudia Rubenstein (CRD# 5636921) is an Investment Advisor Representative working at Lwm Advisory Services, LLC in Plantation, FL and has over 15 years of experience in the finance industry.
CRD# 1235698
World Equity Group, Inc.
CRD# 6480437
Equitable Advisors, LLC
CRD# 4396600
Mml Investors Services, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Lpl Financial, LLC | Plantation, FL | Jan 2019 - Current | 5 |
| Lwm Advisory Services, LLC | Plantation, FL | Jan 2019 - Current | 5 |
| Unemployed | Pompano Beach, FL | Oct 2017 - Jan 2019 | 1 |
| John Hancock Distributors LLC | Boston, MA | Jan 2009 - Oct 2017 | 8 |
| John Hancock | Grapevine, TX | Oct 2008 - Oct 2017 | 9 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Mar 2009 |
| S65 | NASAA Investment Advisors Law Examination | May 2019 |
- FL
- TX
-
Total Assets Under Management695MILLIONS
-
Total Number of Accounts1,778ACCOUNTS
-
Average Account Value$390,735
- A percentage of assets under your management
- 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)
CA, CO, CT, FL, GA, LA, NC, NJ, NY, TX
About Wealthminder
Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.
Wealthminder is a database derived from SEC.gov data covering every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.
Finding a Financial Advisor through Wealthminder
Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.
The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.
Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.
You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.
Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.