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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jeffrey? Claim Your ProfileJeffrey Alan Churba is an Investment Advisor Representative at HUB Investment Partners, LLC. Jeffrey has over 20 years of experience in the financial services industry. Jeffrey has held previous positions at Raymond James Financial Services, Inc., Putnam Retail Management Limited Partnership, Lincoln Financial Distributors, Inc., Advisors Asset Management, Inc., Allstate Distributors, L.L.C., Allstate Life Financial Services, Inc., SunAmerica Capital Services, Inc., First Union Brokerage Services, Inc., and Merrill Lynch, Pierce, Fenner & Smith Incorporated. Jeffrey is a Certified Financial Planner and holds the Series 63, 65, 7, 24, and 26 securities licenses.
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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TX
08/12/2024 - Present
HUB Investment Partners, LLC (AUSTIN TX)
TX
01/12/2024 - 06/11/2024
RAYMOND JAMES FINANCIAL SERVICES, INC. (Austin TX)
MA
03/06/2014 - 01/17/2024
PUTNAM RETAIL MANAGEMENT LIMITED PARTNERSHIP (BOSTON MA)
PA
03/17/2005 - 02/24/2014
LINCOLN FINANCIAL DISTRIBUTORS, INC. (WILLIAMSPORT PA)
PA
11/06/2008 - 11/17/2008
ADVISORS ASSET MANAGEMENT, INC. (CONSHOHOCKEN PA)
IL
02/16/2000 - 02/25/2005
ALLSTATE DISTRIBUTORS, L.L.C. (NORTHBROOK IL)
IL
12/07/1999 - 02/14/2000
ALLSTATE LIFE FINANCIAL SERVICES, INC. (NORTHBROOK IL)
NJ
11/04/1998 - 12/10/1999
SUNAMERICA CAPITAL SERVICES, INC. (JERSEY CITY NJ)
NC
04/12/1996 - 06/12/1997
FIRST UNION BROKERAGE SERVICES, INC. (CHARLOTTE NC)
NY
04/08/1993 - 04/10/1996
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
IA
Issued 08/04/2016
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/16/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/11/2015
Series 24 - General Securities Principal Examination
BC
Issued 12/09/2002
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/07/1993
Series 7 - General Securities Representative Examination
Active
Inactive
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