Unclaimed
Christian Gregory Kubista is a financial advisor who has been in the industry since 1996. Christian is registered with Wells Fargo Clearing Services, LLC. Christian is a registered representative of Wells Fargo Advisors LLC. Christian has a wide range of experience in the financial industry, including experience with securities, investments, and financial planning. Christian holds several licenses and certifications, including the Series 6, 7, 10, 24, 63, and 65 licenses. Christian is also a member of the North Carolina Veterans Business Association, serving as Treasurer. Christian's commitment to serving veterans and providing financial guidance makes him a valuable resource for clients.
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.
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.
Investment consulting services to institutional clients
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
NC
07/23/2007 - Present
Wells Fargo Clearing Services, LLC (RALEIGH NC)
MA
11/05/1996 - 08/25/2000
SIGNATOR INVESTORS, INC. (BOSTON MA)
MA
11/05/1996 - 05/01/1997
JOHN HANCOCK MUTUAL LIFE INSURANCE COMPANY (BOSTON MA)
VA
08/26/1996 - 10/28/1996
FORTH FINANCIAL SECURITIES, CORPORATION (RICHMOND VA)
IA
Issued 07/18/2007
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/19/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/15/2008
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 12/21/2007
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 12/02/2003
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/21/2010
Series 3 - National Commodity Futures Examination
BC
Issued 05/25/2000
Series 7 - General Securities Representative Examination
BC
Issued 08/23/1996
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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