Kelly Kubera is a registered investment advisor, based in Venetia, PA, with 18 years of industry experience.
Location
Venetia, PA
Get directionsHistory
Regulatory History
Clean regulatory record
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Employment History
Current Registrations
Alight Financial Advisors, LLC
November 2018 - Present · 7 yrs 10 mos
Alight Financial Solutions, LLC
November 2018 - Present · 7 yrs 10 mos
Alight Financial Solutions, LLCBroker
November 2018 - Present · 7 yrs 10 mos
Previous Registrations
Wright Associates
August 2018 - October 2018 · 2 mos
Alight Financial Solutions, LLCBroker
June 2013 - July 2018 · 5 yrs 1 mo
Aon Hewitt Financial Advisors, LLC
June 2013 - July 2018 · 5 yrs 1 mo
PNC Investments
July 2012 - May 2013 · 10 mos
PNC InvestmentsBroker
July 2012 - May 2013 · 10 mos
Mdt Advisers, a Division of Federated Mdta LLC
January 2011 - June 2012 · 1 yr 5 mos
Federated Global Investment Management CORP.
January 2011 - December 2011 · 11 mos
Federated Securities CORP.
November 2009 - June 2012 · 2 yrs 7 mos
Federated Investment Counseling
December 2008 - June 2012 · 3 yrs 6 mos
Federated Securities CORP.Broker
August 2007 - June 2012 · 4 yrs 10 mos
State Registrations2 states
NCPA
AdvisorBrokerBoth
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
No exam information available for this advisor.