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Robert Dennis Dobie

J.v.b. Financial Group, LLC

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About Robert Dennis Dobie

Robert Dennis Dobie is a financial professional with over 15 years of experience in the industry. Robert is currently registered with J.v.b. Financial Group, LLC and has previously been registered with JVB FINANCIAL GROUP, LLC, COHEN & COMPANY SECURITIES, LLC, and COHEN & COMPANY CAPITAL MARKETS, LLC. Robert holds FINRA Series 27, 28, SIE, and 99TO licenses.

Firm Information

Robert Dobie is currently registered with J.v.b. Financial Group, LLC. J.v.b. Financial Group, LLC is a Limited Liability Company that was formed on December 5, 2008. The firm is registered in 53 states and with the SEC.

Not reported

Assets Under Management

Not reported

Total Clients

47

Total Financial Advisors

Services Offered

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.

Fee Structure

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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Robert Dobie’s Registration & Firm History

PA

01/31/2014 - Present

J.v.b. Financial Group, LLC (PHILADELPHIA PA)

FL

09/23/2011 - 01/31/2014

JVB FINANCIAL GROUP, LLC (BOCA RATON FL)

PA

11/21/2007 - 09/25/2012

COHEN & COMPANY SECURITIES, LLC (PHILADELPHIA PA)

PA

09/09/2010 - 02/17/2012

COHEN & COMPANY CAPITAL MARKETS, LLC (PHILADELPHIA PA)

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Licenses & Designations

BC

Issued 12/11/2007

Series 27 - Financial and Operations Principal Examination

BC

Issued 11/20/2007

Series 28 - Introducing Broker/Dealer Financial Operations Principal Examination

BC

Issued 01/02/2023

SIE - Securities Industry Essentials Examination

BC

Issued 01/02/2023

Series 99TO - Operations Professional Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

N

Nasdaq Stock Market

Disclosures

There are no public disclosures for Robert Dennis Dobie.
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