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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Sandra? Claim Your ProfileSandra Kobel is an investment advisor representative associated with Next Financial Group, Inc. Sandra has been in the financial services industry since 1986 and has experience with various firms, including Wall Street Financial Group, Inc. and QA3 Financial Corp. Sandra is a Certified Financial Planner and Chartered Financial Consultant. Sandra Kobel provides financial planning, pension consulting, and educational seminars.
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.
Seminar/workshop attendance fees
1
2
NY
05/10/2021 - Present
Next Financial Group, Inc. (ROCHESTER NY)
NY
02/04/2009 - 10/01/2009
WALL STREET FINANCIAL GROUP, INC. (ROCHESTER NY)
NY
07/28/2008 - 09/04/2008
QA3 FINANCIAL CORP. (ROCHESTER NY)
NJ
10/13/2006 - 12/31/2007
1ST GLOBAL CAPITAL CORP. (CHERRY HILL NJ)
NY
05/19/2006 - 07/07/2006
AMERIPRISE FINANCIAL SERVICES, INC. (ROCHESTER NY)
NY
01/01/2005 - 04/10/2006
HSBC SECURITIES (USA) INC. (ROCHESTER NY)
NY
11/23/1999 - 01/01/2005
HSBC BROKERAGE (USA) INC. (NEW YORK NY)
NY
12/17/1992 - 11/15/1999
AM&M INVESTMENT BROKERS, INC. (PITTSFORD NY)
MA
08/24/1998 - 01/20/1999
ALLMERICA INVESTMENTS, INC. (WORCESTER MA)
NY
06/21/1990 - 12/24/1992
GUARDIAN INVESTOR SERVICES CORPORATION (NEW YORK NY)
OH
09/14/1987 - 06/29/1990
CAPITAL ANALYSTS, INCORPORATED (CINCINNATI OH)
NA
06/27/1985 - 09/30/1987
SMA EQUITIES, INC.
IA
Issued 09/29/1994
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/14/1985
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/17/1987
Series 7 - General Securities Representative Examination
BC
Issued 06/26/1985
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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