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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Steven? Claim Your ProfileSteven Matthew Kobrin is a financial advisor with over 12 years of experience in the financial services industry. Steven Kobrin is currently registered with Wells Fargo Clearing Services, LLC and has been with the firm since June 2012. Prior to joining Wells Fargo Clearing Services, LLC, Steven Kobrin worked at ING Financial Partners, Inc. Steven Kobrin is a Certified Financial Planner and holds the Series 7, Series 66, and SIE licenses. Steven Kobrin specializes in providing financial advice to individuals, businesses, and institutions. Steven Kobrin's areas of expertise include investment planning, retirement planning, and estate planning.
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.
Investment consulting services to institutional clients
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
FL
08/28/2012 - Present
Wells Fargo Clearing Services, LLC (CORAL SPRINGS FL)
FL
08/11/2011 - 06/26/2012
ING FINANCIAL PARTNERS, INC. (BOCA RATON FL)
BOTH
Issued 03/01/2012
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/10/2011
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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