Gregory Allen Kubitz Jr
Professional Summary
Gregory Allen Kubitz JR, who also goes by Gregory Allen Kubitz, is a registered financial advisor currently at PMA SECURITIES, LLC located in Naperville, Illinois. Gregory is registered as a RR (Registered Representative) and started their career in finance in 2006. Gregory has worked at 1 firm and has passed the Series 66, Series 99TO, SIE, Series 50, Series 7, Series 54 and Series 24 exams.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Other Aliases
Gregory Allen Kubitz
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Videos & Posts
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Contact Information
This advisor has not claimed their profile yet, so there is no contact information to display at this time.
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Disclosures on record.
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Years of Experience
20 years in the financial services industry
Current & Past Employments
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Current Firm
ENGLISH CONCEPTS, INC. | PMA SECURITIES, LLC | PMA SECURITIES, INC.
Contact Information
Main Address
2135 Citygate Lane 7th Floor, Naperville, IL 60563Mailing Address
2135 Citygate Lane 7th Floor, Naperville, IL 60563Phone Number
(630) 657-6400Established
Illinois since 03/26/2019Firm Type
Limited Liability CompanyFiscal Year End
DecemberFirm Size
SmallFINRA licenses (23 States and Territories)
Registered to provide investment advisory services in 0 US states and territories.
Documents
Direct owners and executive officers
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Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.
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State Registrations and Notice Filings
(2/24/2006)
(2/15/2011)
Exams
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
Series 50 — Municipal Advisor Representative Qualification Exam
Passed Jan 2017About the Series 50 examSeries 54 — Municipal Advisor Principal Qualification Examination
Passed Nov 2021About the Series 54 examSRO Registrations
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CRS (Client Relationship Summary) - BD
Click below to view Gregory Allen Kubitz JR's CRS (Customer Relationship Summary).
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