Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Christina? Claim Your ProfileChristina Kubrich is an experienced financial professional with over 20 years of experience in the financial services industry. Christina currently works as a Registered Representative at Raymond James & Associates, Inc. in Rochester, New York. Prior to joining Raymond James, Christina was a financial advisor at Stifel, Nicolaus & Company, Incorporated. Christina holds a variety of licenses and designations, including Series 7, Series 31, Series 63 and Series 65. Christina's specializations include financial planning, portfolio management, retirement planning, and investment strategies. Christina is committed to providing her clients with personalized financial advice and guidance to help them achieve their financial goals.
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.
Please see note in schedule d - miscellaneous
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
NY
12/13/2023 - Present
Raymond James & Associates, Inc. (ROCHESTER NY)
NY
08/26/2015 - 12/20/2023
STIFEL, NICOLAUS & COMPANY, INCORPORATED (FAIRPORT NY)
NY
04/04/2005 - 11/21/2014
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (PITTSFORD NY)
NY
11/24/2000 - 03/30/2005
MORGAN STANLEY DW INC. (PURCHASE NY)
NY
12/20/1999 - 06/26/2000
DEAN WITTER REYNOLDS INC. (PURCHASE NY)
IA
Issued 01/18/2000
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/29/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/21/2000
Series 31 - Futures Managed Funds Examination
BC
Issued 12/17/1999
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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