Sharon E. Binstok

THE SEB GROUP

Kintnersville, PA

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CRD#: 2303023

Professional summary

Sharon Esta Binstok, AIF®, CFP® is a registered financial advisor currently at THE SEB GROUP, INC. located in Kintnersville, Pennsylvania.

Sharon is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1993. Sharon has worked at 4 firms and has passed the Series 63, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

None

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

1. TAX PREPARERATON AT BRANCH LOCATION, NOT INVESTMENT RELATED 2. MUSICAL PERFORMER, NOT AT BRANCH LOCATION, NOT INVESTMENT RELATED. 3. THE SEB GROUP, INC. - PRESIDENT AND SOLE OWNER OF ENTITY CREATED FOR SECURITIES, ADVISORY, INSURANCE AND TAX BUSINESS, INVESTMENT RELATED.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Sharon Esta Binstok's CRS (Customer Relationship Summary).

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

AIF^®

Accredited Investment Fiduciary

CFP^®

Certified Financial Planner

Start date: 1993

Experience

Current

April 16, 2007 - Present

THE SEB GROUP, INC.

RIA

CRD#: 134156

Kintnersville, PA

Past

January 3, 2007 - December 31, 2021

COMMONWEALTH FINANCIAL NETWORK

CRD#: 8032

KINTNERSVILLE, PA

Past

January 12, 2006 - December 31, 2006

THE SEB GROUP, INC.

RIA

CRD#: 134156

NEW HOPE, PA

Past

July 6, 1998 - April 14, 2005

NEW HOPE FINANCIAL GROUP INC

RIA

CRD#: 109410

NEW HOPE, PA

Past

February 4, 1993 - December 31, 2006

MML INVESTORS SERVICES, LLC

CRD#: 10409

NEW HOPE, PA

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

New Jersey
(8/17/2018)

IAR

New York
(5/20/2021)

IAR

Pennsylvania
(4/16/2007)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

Series 63

Date: 2/9/1993

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 2/2/1993

General Securities Representative Examination

Current Firm

THE SEB GROUP, INC.

CRD#: 134156 / SEC#: 801-63965

RIA

Registered Investment Advisory firm - (5/23/2012 Terminated)

Louisiana

Registered Investment Advisory firm - (11/19/2019 Terminated)

New Jersey

Registered Investment Advisory firm - (8/17/2018 Approved)

New York

Registered Investment Advisory firm - (5/23/2012 Approved)

Pennsylvania

Registered Investment Advisory firm - (4/11/2012 Approved)

Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

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Contact information

Main Address

Kintnersville, PA

Mailing Address

P.o. Box 218, Ferndale, PA 18921

Phone number

(610) 346-1928

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Sharon E. Binstok

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Sharon Esta Binstok's CRS (Customer Relationship Summary).

Certified licenses

Experience

THE SEB GROUP, INC.

COMMONWEALTH FINANCIAL NETWORK

THE SEB GROUP, INC.

NEW HOPE FINANCIAL GROUP INC

MML INVESTORS SERVICES, LLC

State Registrations and Notice Filings

Exams

Series 63

Date: 2/9/1993

SIE

Date: 10/1/2018

Series 7

Date: 2/2/1993

Current Firm

THE SEB GROUP, INC.

Contact information

Documents

Red Flags

Company Information

THE SEB GROUP, INC.

TRUST BUT VERIFY

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