Michael Sobitz (CRD# 2007420) is an Investment Advisor Representative working at Lincoln Investment in Uniontown, OH and has over 28 years of experience in the finance industry. Michael Sobitz 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# 5192091
Charles Schwab & Company, Inc.
CRD# 6535471
Commonwealth Financial Network
CRD# 4629095
Mml Investors Services, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Lincoln Investment | Uniontown, OH | Jun 2012 - Current | 11 |
| Capital Analysts, Incorporated | Uniontown, OH | Jan 1994 - Current | 30 |
| Sobitz & Company, Inc. | Uniontown, OH | Sep 1971 - Current | 52 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Feb 1996 |
- OH
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Total Assets Under Management17,218MILLIONS
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Total Number of Accounts203,427ACCOUNTS
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Average Account Value$84,640
- A percentage of assets under your management
- Hourly charges
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