Unclaimed
Christopher Jamail is a financial advisor with HUB Investment Partners, LLC. Christopher has over 19 years of experience in the financial services industry. Christopher has a Series 6 and Series 63 license. Christopher holds the Certified Financial Planner designation. Christopher also serves on the boards of directors for several non-profit organizations. Christopher focuses on financial planning, portfolio management, and investment advisory services for individuals, families, businesses, and non-profit organizations.
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.
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.
Fees calculated based on the performance of your investments relative to a benchmark.
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2
TX
01/04/2022 - Present
HUB Investment Partners, LLC (AUSTIN TX)
TX
04/29/2004 - 09/30/2009
VERITRUST FINANCIAL, LLC (AUSTIN TX)
BC
Issued 05/05/2004
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/28/2004
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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