Unclaimed
Jeffrey Sobota is a financial professional with over 20 years of experience in the industry. Jeffrey currently works at Nationwide Investment Services Corp. in Columbus, OH. He holds several industry licenses, including Series 6, 26, and 63, and is registered with the Financial Industry Regulatory Authority (FINRA) and 17 state securities regulators. Jeffrey previously worked at Nationwide Securities, Inc. and First Investors Corporation.
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.
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.
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2
OH
07/16/2004 - Present
Nationwide Investment Services Corp. (COLUMBUS OH)
OH
12/16/2003 - 07/16/2004
NATIONWIDE SECURITIES, INC. (COLUMBUS OH)
NJ
10/22/2003 - 11/18/2003
FIRST INVESTORS CORPORATION (EDISON NJ)
BC
Issued 11/28/2007
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/20/2004
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/21/2003
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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