Roxanne Rubenstein
Roxanne Rubenstein is a registered investment advisor at Raymond James & Associates, INC., based in St. Petersburg, FL, with 26 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 531,617 clients with $500B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Fee Structure
Location
880 Carillon Parkway, St. Petersburg, FL, 33716
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
Raymond James & Associates, INC.
Raymond James Financial Services, INC.
Raymond James Financial Services, INC.Broker
Raymond James & Associates, INC.Broker
Raymond James & Associates, INC.
Previous Registrations
J.P. Morgan Securities LLCBroker
J.P. Morgan Securities LLC
Morgan Stanley
Morgan StanleyBroker
1st Global Capital CORP.Broker
1st Global Advisors INC
Wells Fargo Advisors, LLC
Wells Fargo Advisors, LLCBroker
Wells Fargo Advisors, LLC
Wells Fargo Advisors, LLCBroker
Wells Fargo Advisors, LLC
Wells Fargo Advisors, LLCBroker
Prudential Securities Incorporated
Prudential Securities IncorporatedBroker
State Registrations1 state
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