Best Investors
Account
Sign in
Best Investors
Account
Sign in
5707 Southwest Parkway Building 2, Suite 400, Austin, TX 78735 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2024-08-05 |
Branch Locations
1303 Main Street, Port Jefferson, NY 11777 • United States
5707 Southwest Parkway Building 2, Suite 400, Austin, TX 78735 • United States
3 disclosure categories reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| American Portfolios Financial Services, Inc. | Holbrook | NY | 07/2014 | 08/2024 |
| Kestra Advisory Services | Port Jefferson | NY | 08/2024 | Present |
| Kestra Investment Services | Port Jefferson | NY | 08/2024 | Present |
Name: BORO SAWMILL AND TIMBER COMPANY POSITION: Outside Sales NATURE: Sale of timber INVESTMENT RELATED: No # OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 02/02/2015 ADDRESS: 139 Ryerson Ave, Wayne NJ 07470 DESCRIPTION: I currently work with 1 lumber company in Brooklyn. They will only deal with me, so the company asked if I would take any orders for material from the lumber company. They place 3 - 5 orders a year. Name: COASTLINE WEALTH MANAGEMENT POSITION: Associate Advisor NATURE: Registered rep activities through Kestra Investment Services INVESTMENT RELATED: Yes # OF HOURS: 200 SECURITIES TRADING HOURS: 140 START DATE: 07/26/2024 ADDRESS: 1303 Main Street, Port Jefferson NY 11777 DESCRIPTION: Advise clients on all aspects of financial services and provide best solutions for their needs and risk tolerance. Name: KESTRA ADVISORY SERVICES LLC POSITION: Associate Advisor NATURE: Investment advisory services through Kestra Advisory Services, LLC INVESTMENT RELATED: Yes # OF HOURS: 200 SECURITIES TRADING HOURS: 140 START DATE: 07/26/2024 ADDRESS: 1303 Main Street, Port Jefferson NY 11777 DESCRIPTION: Advise clients on all aspects of financial services and provide best solutions for their situation and risk tolerance.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2004-09-24 |
| S63 | Uniform Securities Agent State Law Examination | 1988-05-24 |
Reach out to this advisor