Sandra KobelCRD Number: 1349655
Current Firm: Next Financial Group, Inc.
Sandra Kobel (CRD# 1349655) is an Investment Advisor Representative working at Next Financial Group, Inc. in Rochester, NY and has over 31 years of experience in the finance industry. Sandra Kobel 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.
Wall Street Financial Group, Inc.
American Portfolios Advisors, Inc.
Sage, Rutty & Company, Inc.
|Next Financial Group||Rochester, NY||Oct 2009 - Current||7|
|Wall Street Financial Group, Inc.||Fairport, NY||Jan 2009 - Oct 2009||< 1|
|Self Employed||Rochester, NY||Jan 2008 - Dec 2008||< 1|
|Qa3 Financial Corp||Omaha, NE||Jul 2008 - Aug 2008||< 1|
|1st Global Capital Corp.||Cherry Hill, NJ||Oct 2006 - Dec 2007||1|
|1st Global Advisors, Inc.||Cherry Hill, NJ||Oct 2006 - Dec 2007||1|
|Ameriprise Financial Services Inc.||Penfield, NY||May 2006 - Oct 2006||< 1|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Aug 1985|
|S65||NASAA Investment Advisors Law Examination||Sep 1994|
Total Assets Under Management1,564MILLIONS
Total Number of Accounts8,116ACCOUNTS
Average Account Value$192,726
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV