Unclaimed
Dov Fobar is a financial advisor with over 25 years of experience in the industry. Dov is currently registered with Comprehensive Capital Management, Inc., a financial advisory firm based in Rockaway, New Jersey. Dov is a registered investment advisor representative in New Jersey and New York. Prior to joining Comprehensive Capital Management, Inc., Dov worked for other firms including Comprehensive Asset Management and Servicing, Inc., 1ST GLOBAL CAPITAL CORP., and Merrill Lynch, Pierce, Fenner & Smith Incorporated. Dov has passed the Series 63, Series 66, and Series 7 exams. Dov specializes in portfolio management for individuals and businesses, financial planning, and pension consulting. Dov Fobar is a registered investment advisor representative in New Jersey and New York.
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.
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.
1
2
NJ
03/20/2021 - Present
Comprehensive Capital Management, Inc. (ROCKAWAY NJ)
NJ
04/11/2014 - 12/16/2016
COMPREHENSIVE ASSET MANAGEMENT AND SERVICING, INC. (ROCKAWAY NJ)
NY
01/07/2008 - 02/25/2014
1ST GLOBAL CAPITAL CORP. (NEW YORK NY)
NA
07/13/1993 - 05/27/1994
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
BOTH
Issued 01/11/2008
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/13/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/16/2016
SIE - Securities Industry Essentials Examination
BC
Issued 01/04/2008
Series 7 - General Securities Representative Examination
Active
Inactive
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