Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Coby? Claim Your ProfileCoby Huerta is a financial advisor with over 2 years of experience in the industry. Coby is currently registered with Strategic Financial Concepts, LLC and has a Series 7, Series 63, and Series 65. Coby has previously been employed by Charles Schwab & Co., Inc.. Coby provides investment advisory services through Strategic Financial Concepts, LLC, an independent investment advisor firm. Coby also provides general consulting and business planning services.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
General consulting and business planning services
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
Retainer fees
1
2
TX
04/26/2024 - Present
Strategic Financial Concepts, LLC (SAN ANTONIO TX)
TX
12/22/2021 - 03/25/2024
CHARLES SCHWAB & CO., INC. (Austin TX)
IA
Issued 04/25/2024
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/24/2022
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/21/2021
Series 7TO - General Securities Representative Examination
BC
Issued 11/09/2021
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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