Francine Kay Rubinstein

Employer firm

Ameriprise Financial Services, LLC CRD 6363

$660B regulatory AUM 124,349 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Periodicals / newsletters

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 01/2014 → 09/2016
  Metlife Securities Inc
  Fort Lauderdale, FL
• 09/2016 → 03/2020
  Minnesota Life
  St. Paul, MN
• 09/2016 → 03/2020
  Securian Financial Services Inc.
  St. Paul, MN
• 09/2016 → 03/2020
  Evershore Financial Group
  Boca Raton, FL
• 03/2020 → 03/2020
  Ameriprise Financial Services
  Boca Raton, FL
• 03/2020 → Present
  Ameriprise Financial Services, Llc
  Boca Raton, FL

Previous Registrations

• 2016-09-26 → 2020-03-13
  Securian Financial Services, Inc.
  Boca Raton, FL
• 2014-01-15 → 2016-09-20
  Msi Financial Services, Inc.
  Fort Lauderdale, FL
• 2011-10-03 → 2014-01-21
  Wells Fargo Clearing Services, Llc
  Fort Lauderdale, FL
  Coral Springs, FL
  Coral Springs, FL
  Plantation, FL
  Coral Springs, FL
• 2009-06-01 → 2011-10-04
  Morgan Stanley
  Boca Raton, FL
• 2008-10-24 → 2009-06-01
  Citigroup Global Markets Inc.
  Boca Raton, FL

Exams

• S66 Uniform Combined State Law Examination
  2008-10-21
• S63 Uniform Securities Agent State Law Examination
  1986-04-14

Other Names

• Francine Rubinstein
• Francine Kay Salemanrubinstein
• Francine Kay Saleman
• Fran Rubinstein