Dana
Kubiak
Fnb Wealth Management
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About this Advisor
Dana Kubiak is a financial advisor based in Erie, Pennsylvania, working with Fnb Wealth Management. Dana has previously held positions at Bny Mellon, Northwest Bank, Northwest Advisors Inc, and F.N.B. Investment Advisors, Inc. Dana has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Pennsylvania and Texas. Currently, Dana is part of Fnb Wealth Management, which operates out of Erie, Pennsylvania. The firm has 15 offices and 51 employees. The firm manages assets totaling $6.3 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include portfolio management for individuals and small businesses, portfolio management for institutional clients, selection of other advisers, and educational seminars. The fee structure at Fnb Wealth Management includes asset-based and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Fnb Wealth Management Brokerage Details
$6,344,187,219
51
1,186
$5,349,230
Investment Advisory Services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Selection of other advisers
- Educational seminars/workshops
Dana Kubiak Work History
F.N.B. Investment Advisors, Inc
Northwest Advisors Inc
Northwest Bank
Bny Mellon
Disclosures
Please visit the SEC profile of Dana Kubiak to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
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