Claudia
Rubenstein
Lwm Advisory Services, LLC
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About this Advisor
Claudia Rubenstein is a financial advisor based in Fort Lauderdale, Florida, working with Lwm Advisory Services, LLC. Claudia has previously held positions at John Hancock, John Hancock Distributors LLC, Lpl Financial, LLC, and Lwm Advisory Services, LLC. Claudia has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Florida and Texas. Currently, Claudia is part of Lwm Advisory Services, LLC, which operates out of Fort Lauderdale, Florida. The firm has 9 employees and manages assets totaling $694.7 million. The firm serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, and selection of other advisers. The fee structure at Lwm Advisory Services, LLC includes asset-based fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Lwm Advisory Services, LLC Brokerage Details
$694,726,024
9
1,778
$390,735
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
Claudia Rubenstein Work History
Lpl Financial, LLC
Lwm Advisory Services, LLC
John Hancock Distributors LLC
John Hancock
Disclosures
Please visit the SEC profile of Claudia Rubenstein to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Lwm Advisory Services, LLC
Fort Lauderdale, FL
Fort Lauderdale, FL
Fort Lauderdale, FL
Fort Lauderdale, FL
Fort Lauderdale, FL
Fort Lauderdale, FL
Fort Lauderdale, FL
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