Nuri Rubenstein
Associate Wealth Advisor at Legacy Wealth Management | DM me to schedule a free consultation!
- Role
- Associate Wealth Advisor at Legacy Wealth Management
- Location
- Fort Lauderdale, FL, US
- LinkedIn followers
- 500 followers
About Nuri Rubenstein
As an Associate Wealth Advisor with 17 years of experience in the financial industry, I…
Experience
Associate Wealth Advisor
Jan 2019 — Present · Plantation, FL, US
Securities offered through LPL Financial, Member FINRA/SIPC. For hyperlinks to FINRA and SIPC, please refer to ‘Contact Info’ section. Investment advice offered through LWM Advisory Services, LLC a registered investment advisors. Legacy Wealth Management, INC and LWM Advisory Services, LLC are separate entities from LPL Financial.Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completenessFor a list of states in which I/we are registered to do business, please visit:
Skills
- Financial Services
- Crm
- Business Development
- Investments
- Wealth Management
- Retirement Planning
- Account Management
- Series 6
- Insurance
- Leadership
- Business Process Improvement
- Customer Relationship Management (Crm)
- Public Speaking
- Marketing
- Management
- Team Building
- Project Management
- Retirement
- Strategy
- Business Relationship Management
- New Business Development
- Mutual Funds
- 401k
- Sales
- Relationship Management
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