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Phyllis Jo Kubey

Osaic Wealth, Inc.

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About Phyllis Jo Kubey

Phyllis Jo Kubey is a registered Investment Advisor Representative with Osaic Wealth, Inc. Phyllis is based in Holbrook, NY. Phyllis has been in the financial services industry since January 1989. Phyllis also serves as the President of the New York State Society of Enrolled Agents and is a Vice President of the Voices of Ascension Nonprofit Board of Directors. Phyllis is a self-employed musician, singer and teacher of the Alexander Technique. Phyllis specializes in providing financial planning, pension consulting, educational seminars, and portfolio management for individuals and businesses. Phyllis also provides selection of other advisers.

Firm Information

Phyllis Kubey is currently registered with Osaic Wealth, Inc.. Osaic Wealth, Inc. is a corporation headquartered in Scottsdale, AZ. The firm has been approved and operates as an investment advisor, offering financial planning, pension consulting, and educational seminars. Osaic Wealth, Inc. manages assets for individuals, businesses, and charitable organizations, and participates in wrap fee programs.
Osaic Wealth, Inc.

18700 N. HAYDEN ROAD

SCOTTSDALE, AZ 85255

$94.56B

Assets Under Management

39,691

Total Clients

8,460

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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pension consulting services

Guidance on pension options to ensure a secure financial future.

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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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Phyllis Kubey’s Registration & Firm History

AZ

10/11/2024 - Present

Osaic Wealth, Inc. (SCOTTSDALE AZ)

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Licenses & Designations

State Registrations

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Inactive

SRO Registrations

Disclosures

There are no public disclosures for Phyllis Jo Kubey.
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