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Kelly Elizabeth Kubera

Alight Financial Advisors, LLC

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About Kelly Elizabeth Kubera

Kelly Elizabeth Kubera is a financial advisor with Alight Financial Advisors, LLC. Kelly has been in the industry since 2007 and is licensed in both North Carolina and Pennsylvania. Kelly is able to provide financial planning and portfolio management services to individuals. Kelly previously worked at ALIGHT FINANCIAL SOLUTIONS, LLC, PNC INVESTMENTS, and FEDERATED SECURITIES CORP.

Firm Information

Kelly Kubera is currently registered with Alight Financial Advisors, LLC. Alight Financial Advisors, LLC is an investment advisor registered with the SEC and located in Charlotte, NC. The firm manages approximately $10 billion to $50 billion in assets for individuals. They offer a range of services including financial planning, portfolio management, and educational seminars. They are also a participant in wrap fee programs.
Alight Financial Advisors, LLC

9335 HARRIS CORNERS PARKWAY

CHARLOTTE, NC 28269

$33.74B

Assets Under Management

Not reported

Total Clients

69

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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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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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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other

Set-up fees and related services

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Kelly Kubera’s Registration & Firm History

PA

11/14/2018 - Present

Alight Financial Advisors, LLC (Venetia PA)

NC

06/10/2013 - 07/30/2018

ALIGHT FINANCIAL SOLUTIONS, LLC (CHARLOTTE NC)

PA

07/06/2012 - 05/20/2013

PNC INVESTMENTS (PITTSBURGH PA)

PA

08/21/2007 - 06/01/2012

FEDERATED SECURITIES CORP. (PITTSBURGH PA)

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Licenses & Designations

BOTH

Issued 12/03/2008

Series 66 - Uniform Combined State Law Examination

BC

Issued 09/21/2007

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 07/30/2018

SIE - Securities Industry Essentials Examination

BC

Issued 11/12/2008

Series 7 - General Securities Representative Examination

BC

Issued 08/20/2007

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Kelly Elizabeth Kubera.
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