Unclaimed
Robert Carter Knobel is a financial advisor with Capitol Securities Management, Inc. based in Glen Allen, Virginia. Robert has been working in the financial services industry since December 1994 and has held licenses in multiple states. In addition to his work with Capitol Securities Management, Robert also operates his own investment-related business, Knobel Investments, based in Anderson, South Carolina.
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.
1
2
VA
01/31/2019 - Present
Capitol Securities Management, Inc. (GLEN ALLEN VA)
SC
02/26/2009 - 01/30/2019
STIFEL, NICOLAUS & COMPANY, INCORPORATED (ANDERSON SC)
SC
03/07/2001 - 03/23/2009
SCOTT & STRINGFELLOW, LLC (ANDERSON SC)
SC
12/09/1994 - 03/07/2001
EDGAR M. NORRIS & CO., INC. (GREENSVILLE SC)
IA
Issued 12/22/1994
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/16/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/28/2011
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 02/25/2011
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/08/1994
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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