Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Sara? Claim Your ProfileSara Lyn Kobe is a financial advisor registered with Edward Jones. Sara has been in the financial services industry since August 13, 2009. She holds Series 7, 6, 63 and 66 licenses. Sara has been registered with Edward Jones since June 2023 and also has registrations in the states of Texas and Kansas. Prior to joining Edward Jones, Sara was registered with Princor Financial Services Corporation, Ameritas Investment Corp and UMB Scout Brokerage Services, Inc.
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.
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.
See schedule d - miscellaneous
1
2
KS
04/14/2021 - Present
Edward Jones (LANSING KS)
IA
04/22/2010 - 09/05/2012
PRINCOR FINANCIAL SERVICES CORPORATION (MASON CITY IA)
IA
02/26/2004 - 12/31/2009
PRINCOR FINANCIAL SERVICES CORPORATION (MASON CITY IA)
NE
06/26/2001 - 11/11/2003
AMERITAS INVESTMENT CORP. (LINCOLN NE)
MO
02/24/2000 - 02/05/2001
UMB SCOUT BROKERAGE SERVICES, INC. (KANSAS CITY MO)
BOTH
Issued 04/06/2021
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/21/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/05/2021
Series 7TO - General Securities Representative Examination
BC
Issued 01/29/2021
SIE - Securities Industry Essentials Examination
BC
Issued 04/04/2002
Series 7 - General Securities Representative Examination
BC
Issued 02/22/2000
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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