SB
CFP
SB
CFP

Sharon Binstok

33 Years of Experience
Kintnersville, PA
Sells Insurance

Sharon Binstok is a CFP-designated registered investment advisor at The Seb Group, INC., based in Kintnersville, PA, with 33 years of industry experience. Sharon operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Retirement Planning, Tax Planning.

Compensation
Fixed/Hourly
Firm Size
1 advisor
IM Fee
Planning only

Fee Structure

The SEB Group charges $500 per hour for financial planning and consulting services. The total cost depends on the complexity of your situation, and an estimate will be provided at the start of the advisory relationship.

Hourly Rate:$500/hr
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Location

Kintnersville, PA

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business ActivitiesSells Insurance

Sharon works as a tax preparer and musical performer, neither of which are investment related. She is also the President and sole owner of The SEB Group, Inc., an entity created for securities, advisory, insurance, and tax business.

Employment History
Current Registrations
The Seb Group, INC.
April 2007 - Present · 19 yrs 1 mo
Previous Registrations
Commonwealth Financial NetworkBroker
January 2007 - December 2021 · 14 yrs 11 mos
The Seb Group, INC.
January 2006 - December 2006 · 11 mos
New Hope Financial Group INC
July 1998 - April 2005 · 6 yrs 9 mos
MML Investors Services, INC.Broker
February 1993 - December 2006 · 13 yrs 10 mos
State Registrations3 states
NJNYPA
Advisor

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
Sharon Binstok - Financial Advisor | TrueAdvisor