Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Deena? Claim Your ProfileDeena Kobrin is a registered representative with Next Financial Group, Inc. and has been in the financial services industry since 1985. Deena is a licensed broker and investment advisor representative in multiple states including Arkansas, Florida, Georgia, Massachusetts, New Jersey, New York and Pennsylvania. Deena Kobrin's experience includes working for various financial institutions including Citizens Securities, Inc., The Investment Center, Inc., Wachovia Securities, LLC, Prudential Securities Incorporated, Merrill Lynch, Pierce, Fenner & Smith Incorporated and more. Deena holds Series 7 and SIE licenses.
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.
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.
Seminar/workshop attendance fees
1
2
NJ
04/20/2018 - Present
Next Financial Group, Inc. (Florence NJ)
PA
12/14/2017 - 04/17/2018
CITIZENS SECURITIES, INC. (LEVITTOWN PA)
NJ
01/02/2014 - 12/05/2017
NEXT FINANCIAL GROUP, INC. (HAMILTON SQUARE NJ)
NJ
05/24/2004 - 12/31/2013
THE INVESTMENT CENTER, INC. (ROBBINSVILLE NJ)
MO
07/01/2003 - 05/27/2004
WACHOVIA SECURITIES, LLC (ST. LOUIS MO)
NY
06/22/2001 - 07/01/2003
PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)
NY
10/15/1999 - 08/07/2001
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
PA
10/21/1998 - 10/12/1999
SUMMIT FINANCIAL SERVICES GROUP, INC. (BETHLEHEM PA)
TX
01/24/1997 - 10/21/1998
FISERV INVESTOR SERVICES, INC. (HOUSTON TX)
NY
09/21/1995 - 02/13/1997
PRIME CAPITAL SERVICES, INC. (POUGHKEEPSIE NY)
NY
08/28/1992 - 10/03/1995
NATWEST INVESTOR SERVICES CORPORATION (NEW YORK NY)
NY
04/16/1992 - 07/13/1992
USLIFE EQUITY SALES CORP. (NEW YORK NY)
NJ
10/16/1989 - 02/28/1992
PAINEWEBBER INCORPORATED (WEEHAWKEN NJ)
NA
10/30/1987 - 01/29/1990
RUSSO SECURITIES INC.
NA
05/18/1987 - 10/16/1987
NEEDHAM & COMPANY, INC.
NA
01/27/1986 - 03/05/1987
SHATKIN INVESTMENT CORP.
NA
08/19/1985 - 04/19/1986
PHILIPS, APPEL & WALDEN, INC.
NA
05/25/1984 - 07/15/1985
KOBRIN SECURITIES, INC.
BC
Issued 02/14/1985
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/19/1984
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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