Rubina K. Hossain
MEIRA WEALTH
Coral Cables, FL 33134
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CRD#: 3236738
Professional summary
Rubina Kakli Hossain, CFP®, who also goes by Rubina K Hossain, Rubina Shaheen Kakli, is a registered financial advisor currently at MEIRA WEALTH located in Coral Cables, Florida.
Rubina is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2020. Rubina has worked at 2 firms .
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Rubina K Hossain | Rubina Shaheen Kakli
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
1) Name of Business : Launch That -Address: 1 S. Orange Ave., Suite 200, Orlando, FL 32801 Nature of the Business: Author -Position/Title: Author -Investment Related: Yes Start Date: 01/20/2021 -Hours per month devoted to this business: 8 Hours per month devoted to this business during trading hours: 0 Description of duties: I am an editor/writer and respond to media inquires on general financial planning topics 2) Savvy Ladies. -Address: 39 Broadway Suite 1730, NY, NY 10006 -Nature of the Business: Other (unpaid) -Position/Title: Other (unpaid) -Investment Related: Yes. Start Date: 12/24/2020 Hours per month devoted to this business: 3 Hours per month devoted to this business during trading hours: 0. Description of duties: I am a volunteer tasked to provide pro-bono financial advice on an ad hoc basis. 3) Minority Wealth Gap - Address: 5101 Santa Monica Blvd, Ste 8 #1096 Los Angeles, CA 90029. Nature of the Business: Bridging the Economic Gap. Position/Title: pro-bono volunteer. Investment Related: Yes. Start Date: March 2024. Hours per month devoted to this business: 2-3 hours. Hours per month devoted to this business during trading hours: none. Description of duties: provide pro bono comprehensive financial planning to minorities (women of color) 4) CFP Board - Address: 1425 K Street NW #800, Washington, DC 20005. Nature of the Business: professional membership organization and certification body. Position/Title: Volunteer to the examination committee. Investment Related: No. Start Date: 2016. Hours per month devoted to this business: 1. Hours per month devoted to this business during trading hours 1. Description of duties: Due diligence on CFP examinations questions and item writing for the exam. 5) Conscious Wallet. Nature of the Business: Non-profit organization focused around financial literacy Position/Title: Co-founder. Investment Related: Yes. Start Date: 2025. Hours per month devoted to this business: 8. Hours per month devoted to this business during trading hours 0 Description of duties: Co-founder
CRS (Client Relationship Summary) - RIA
Click below to view Rubina Kakli Hossain's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
CFP®
Start date: 2003
Experience
Current
November 23, 2021 - Present
MEIRA WEALTH
Office #1: 121 Alhambra Plaza Suite 1000, Coral Cables, FL 33134RIA
CRD#: 108648
Coral Cables, FL
Past
November 13, 2020 - October 29, 2021
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
RIA
CRD#: 149018
West Palm Beach, FL
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
MW
MEIRA WEALTH
LINDA S. LUBITZ, CFP PA | THE LUBITZ FINANCIAL GROUP | MEIRAWEALTH.COM | MEIRA WEALTH | MEIRA | LUBITZ LINDA S CFP PA | LINDA S. LUBITZ, CFP®, PA
CRD#: 108648 / SEC#: 801-56677
RIA
Registered Investment Advisory firm - (7/16/1999 Approved)State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.Highlighted states indicate IAR registrations
IAR
Florida(12/3/2021)
IAR
Texas(11/23/2021)
Exams
Current Firm
MW
MEIRA WEALTH
LINDA S. LUBITZ, CFP PA | THE LUBITZ FINANCIAL GROUP | MEIRAWEALTH.COM | MEIRA WEALTH | MEIRA | LUBITZ LINDA S CFP PA | LINDA S. LUBITZ, CFP®, PA
CRD#: 108648 / SEC#: 801-56677
RIA
Registered Investment Advisory firm - (7/16/1999 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
121 Alhambra Plaza Suite 1000, Coral Gables, FL 33134
Mailing Address
Phone number
(305) 670-4440
Established
Firm type
Fiscal year end
# of Employees
6
SEC notice filing (7 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 747 |
| AUM (Assets Under Management) | $ 279,561,070 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
Company Information
MEIRA WEALTH
CRD#: 108648Coral Cables, FL 33134TRUST BUT VERIFY
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