Unclaimed
Anthony Kubien is a registered representative of SPC with over 20 years of experience in the financial services industry. Anthony has held various leadership positions in the firm, including VP and Board of Trustees for Birmingham Unitarian Church, and has extensive experience in financial planning and portfolio management. Anthony has a proven track record of success in helping individuals, families, and businesses achieve their financial goals. Anthony is registered in 23 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.
Consultation 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.
Seminar attendance fees
1
2
MI
10/15/2018 - Present
SPC (ALLEN PARK MI)
NY
03/21/2001 - 11/01/2002
MORGAN STANLEY DW INC. (PURCHASE NY)
BOTH
Issued 09/08/2009
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/06/2001
Series 31 - Futures Managed Funds Examination
BC
Issued 03/20/2001
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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