Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Tiffany? Claim Your ProfileTiffany Lynn Kobs is an investment advisor representative with Steward Partners Investment Advisory, LLC. Tiffany has been in the industry since 2015 and holds a variety of licenses and designations, including Series 66, Series 63, Series 4, Series 24, Series 10, and Series 9. Prior to joining Steward Partners, Tiffany worked at Charles Schwab & Co., Inc.. Tiffany is registered to provide investment advisory services in 53 states.
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.
Personalized portfolio management to meet individual financial objectives.
Financial consulting
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.
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2
NY
12/09/2024 - Present
Steward Partners Investment Advisory, LLC (NEW YORK NY)
CO
05/12/2015 - 01/10/2024
CHARLES SCHWAB & CO., INC. (Lone Tree CO)
BOTH
Issued 08/07/2017
Series 66 - Uniform Combined State Law Examination
BC
Issued 05/15/2015
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/18/2020
Series 4 - Registered Options Principal Examination
BC
Issued 05/21/2018
Series 24 - General Securities Principal Examination
BC
Issued 04/01/2016
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 02/01/2016
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/12/2015
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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