Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Christopher? Claim Your ProfileChristopher Kubert is a financial advisor with over 15 years of experience in the financial services industry. Christopher is currently registered with Newedge Advisors. Christopher specializes in providing financial planning, portfolio management, and investment advisory services to individuals, families, and businesses. Christopher has a strong track record of success and is committed to providing his clients with personalized financial advice that meets their unique needs. Christopher holds a Series 7, Series 63, Series 66, and SIE licenses. Christopher is also a Certified Financial Planner.
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.
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.
1
2
OH
05/05/2021 - Present
Newedge Advisors (Maumee OH)
MI
06/16/2017 - 05/07/2021
PRIVATE CLIENT SERVICES, LLC (Northville MI)
MI
07/14/2015 - 06/12/2017
THE HUNTINGTON INVESTMENT COMPANY (CANTON MI)
MI
10/01/2012 - 06/05/2015
J.P. MORGAN SECURITIES LLC (ANN ARBOR MI)
MI
09/07/2010 - 10/01/2012
CHASE INVESTMENT SERVICES CORP. (DETROIT MI)
MI
11/13/2009 - 09/09/2010
PNC INVESTMENTS (BELLEVILLE MI)
MI
10/01/2008 - 11/13/2009
NATCITY INVESTMENTS, INC. (ANN ARBOR MI)
MI
10/25/2006 - 10/07/2008
METLIFE SECURITIES INC. (ANN ARBOR MI)
MI
10/25/2006 - 07/09/2007
METROPOLITAN LIFE INSURANCE COMPANY (ANN ARBOR MI)
MI
01/25/2006 - 07/13/2006
HANTZ FINANCIAL SERVICES, INC. (SOUTHFIELD MI)
BOTH
Issued 08/17/2009
Series 66 - Uniform Combined State Law Examination
BC
Issued 02/09/2006
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/24/2006
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
Not sure Christopher Kubert is the right advisor for you? Invested Better is here to help.
