Rubina Kakli Hossain

Employer firm

Meira Wealth CRD 108648

$318M regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)

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

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

Current Employers

Employment History

• 08/2009 → 12/2017
  Benchmark Financial
  Boca Raton, FL
• 01/2018 → 12/2018
  Homemaker
  Palm Beach Gardens, FL
• 01/2019 → 01/2020
  Hein Wealth & Tax Solutions
  Palm Beach Gardens, FL
• 02/2020 → 10/2021
  Raymond James Financial Services Advisors, Inc
  West Palm Beach, FL
• 11/2021 → Present
  Meira
  Miami, FL

Previous Registrations

• 2020-11-13 → 2021-10-29
  Raymond James Financial Services Advisors, Inc
  West Palm Beach, FL

Other Businesses

1) Name of Business : Launch That -Address: 1 S. Orange Ave., Suite 200, Orlando, FL 32801 Nature of the Business: Author -Position/Title: Author -Investment Related: Yes Start Date: 01/20/2021 -Hours per month devoted to this business: 8 Hours per month devoted to this business during trading hours: 0 Description of duties: I am an editor/writer and respond to media inquires on general financial planning topics 2) Savvy Ladies. -Address: 39 Broadway Suite 1730, NY, NY 10006 -Nature of the Business: Other (unpaid) -Position/Title: Other (unpaid) -Investment Related: Yes. Start Date: 12/24/2020 Hours per month devoted to this business: 3 Hours per month devoted to this business during trading hours: 0. Description of duties: I am a volunteer tasked to provide pro-bono financial advice on an ad hoc basis. 3) Minority Wealth Gap - Address: 5101 Santa Monica Blvd, Ste 8 #1096 Los Angeles, CA 90029. Nature of the Business: Bridging the Economic Gap. Position/Title: pro-bono volunteer. Investment Related: Yes. Start Date: March 2024. Hours per month devoted to this business: 2-3 hours. Hours per month devoted to this business during trading hours: none. Description of duties: provide pro bono comprehensive financial planning to minorities (women of color) 4) CFP Board - Address: 1425 K Street NW #800, Washington, DC 20005. Nature of the Business: professional membership organization and certification body. Position/Title: Volunteer to the examination committee. Investment Related: No. Start Date: 2016. Hours per month devoted to this business: 1. Hours per month devoted to this business during trading hours 1. Description of duties: Due diligence on CFP examinations questions and item writing for the exam. 5) Conscious Wallet. Nature of the Business: Non-profit organization focused around financial literacy Position/Title: Co-founder. Investment Related: Yes. Start Date: 2025. Hours per month devoted to this business: 8. Hours per month devoted to this business during trading hours 0 Description of duties: Co-founder

Designations

• Certified Financial Planner

Other Names

• Rubina Shaheen Kakli
• Rubina K Hossain