Kimberly Rubenstein is a CFP-designated registered investment advisor, based in Chesterfield, MO, with 20 years of industry experience.
Location
657 Spirit Airpark West Drive, Suite 104, Chesterfield, MO, 63005
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Kimberly is a board member and treasurer for Gateway to Hope and a 20% owner of Massa R&M, spending minimal time on each. She also works full-time as a managing partner and director of planning for Undivided Wealth Management, engaging in registered rep activities.
Employment History
Current Registrations
Kestra Private Wealth Services, LLC
Kestra Investment Services, LLCBroker
Previous Registrations
Wells Fargo Clearing Services, LLC
Wells Fargo Clearing Services, LLCBroker
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
State Registrations30 states
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