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Dana Stephen Kubiak

FNB Wealth Management

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About Dana Stephen Kubiak

Dana Stephen Kubiak is a registered investment advisor representative with FNB Wealth Management. Dana has been in the industry since 1988 and has a Series 7, Series 63, and Series 65 license. Dana is also a board member of the Watson Memorial Home and the Crary Home. Dana specializes in providing financial planning, portfolio management for individuals and businesses, and selection of other advisors.

Firm Information

Dana Kubiak is currently registered with FNB Wealth Management. FNB Wealth Management is an investment advisor based in Pittsburgh, PA. They have 31 investment adviser representatives and manage approximately $6.34 billion in assets for clients. The firm provides portfolio management services for individuals, businesses, and investment companies, as well as financial planning and educational seminars. They also assist clients with selecting other advisors. They are registered with the SEC and have a SEC number of 801-56609.
FNB Wealth Management

ONE NORTH SHORE

PITTSBURGH, PA 15212

$6.34B

Assets Under Management

Not reported

Total Clients

19

Total Financial Advisors

Services Offered

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.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

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.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Dana Kubiak’s Registration & Firm History

PA

05/16/2018 - Present

FNB Wealth Management (Erie PA)

NA

04/05/1989 - 12/31/1989

FINANCIAL INVESTMENT ANALYSTS, INC.

NA

10/19/1988 - 12/07/1988

J. W. GANT & ASSOCIATES, INC.

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Licenses & Designations

IA

Issued 06/21/2016

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 10/26/1988

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/15/1988

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Dana Stephen Kubiak.
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