Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Agata? Claim Your ProfileAgata Kubis is a financial advisor with Ameriprise Financial Services, LLC. Agata has been in the industry since 2015 and has worked with Ameriprise Financial Services, Inc. and Ameriprise Financial Services, LLC. Agata has obtained the Series 66, SIE and Series 7 licenses and is a CERTIFIED FINANCIAL PLANNER™. Agata is registered to provide investment advice in 16 states.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Asset allocation services
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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2
TX
04/17/2015 - Present
Ameriprise Financial Services, LLC (HOUSTON TX)
BOTH
Issued 04/13/2015
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/09/2015
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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