Raymond Kubick (CRD# 2197490) is an Investment Advisor Representative working at Mml Investors Services, LLC in Hamden, CT and has over 24 years of experience in the finance industry. Raymond Kubick has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
CRD# 2726777
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Milestone Asset Management Group, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Mass Mutual Life Insurance Company | Hamden, CT | Jun 2015 - Current | 8 |
| Mml Investors Services, LLC | Hamden, CT | Jun 2015 - Current | 8 |
| Yacht Dream Vacations LLC | Delray Beach, FL | Nov 2014 - Feb 2019 | 4 |
| Northwestern Mutual Wealth Management Company | Hamden, CT | Apr 2008 - Jun 2015 | 7 |
| Northwestern Mutual Investment Services, LLC | Hamden, CT | Feb 2006 - Jun 2015 | 9 |
| Northwestern Mutual Investment Services, LLC | Hamden, CT | Nov 1991 - Jun 2015 | 23 |
| Northwestern Mutual Life | Hamden, CT | Oct 1990 - Jun 2015 | 24 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Sep 1999 |
Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, financial matters, and other matters required to be disclosed in which the advisor has been involved.
Get Details on the FINRA Advisor Check site- CT
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Total Assets Under Management72,828MILLIONS
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Total Number of Accounts351,645ACCOUNTS
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Average Account Value$207,106
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