Jeffrey D. Rubin
Professional summary
Jeffrey David Rubin, CFP® is a registered financial advisor currently at IPIC, INC. located in Keene, New Hampshire.
Jeffrey is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1987. Jeffrey has worked at 4 firms and has passed the Series 63, Series 6, Series 7 and Series 26 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Jeffrey David Rubin's CRS (Customer Relationship Summary).
Certified licenses
Experience
August 1, 1995 - Present
IPIC, INC.
Office #1: 85 Washington St., Keene, NH 03431August 31, 1993 - December 19, 1997
INVESTORS CAPITAL CORP.
July 21, 1993 - August 24, 1993
NEW ENGLAND SECURITIES
August 18, 1987 - November 13, 1989
CETERA INVESTMENT SERVICES LLC
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(8/1/1995)
Exams
Current Firm
IPIC, INC.
CRD#: 116426 / SEC#:
Contact information
Regulatory assets under management
| Total Number of Accounts | 75 |
| AUM (Assets Under Management) | $ 14,009,500 |
Red Flags
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Company Information
IPIC, INC.
CRD#: 116426Keene, NH 03431TRUST BUT VERIFY
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