Unclaimed
Jon Kobler is a financial advisor with CFD Investments, Inc. with over 20 years of experience in the financial services industry. Jon has held various roles in the industry and has experience in the areas of Financial Services and Securities. Jon is licensed in Florida, Kansas, and Missouri. Jon specializes in providing financial advice to individual investors.
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.
1
2
KS
09/28/2001 - Present
CFD Investments, Inc. (DE SOTO KS)
FL
11/15/2000 - 09/28/2001
FAS WEALTH MANAGEMENT SERVICES, INC. (SARASOTA FL)
MN
04/13/1999 - 11/15/2000
BIRCHTREE FINANCIAL SERVICES, INC. (MINNEAPOLIS MN)
KS
01/12/1999 - 02/16/1999
VSR FINANCIAL SERVICES, INC. (OVERLAND PARK KS)
MO
08/19/1996 - 06/22/1998
A. G. EDWARDS & SONS, INC. (ST. LOUIS MO)
BC
Issued 08/23/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/16/1996
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Jon Kobler is the right advisor for you? Invested Better is here to help.