Best Investors
Account
Sign in
Best Investors
Account
Sign in
One North Jefferson Avenue Mail Code: H0004-05E, St. Louis, MO 63103-2205 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2024-11-25 |
| NH | RA | APPROVED | 2021-09-30 |
| TX | RA | APPROVED | 2016-03-01 |
Branch Locations
555 Second Avenue Suite D-300, Collegeville, PA 19426 • United States
Cohasset, MA • United States
Bonita Springs, FL • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Advisors Financial Network, Llc | Cohasset | MA | 02/2016 | Present |
TRUSTEE FOR AXELSON WEALTH MANAGEMENT 401K; INV RELATED; HINGHAM, MA; START: 3/1/16; 2 HRS/MO; 0 DURING TRADING. AXELSON WEALTH MANAGEMENT, INV RELATED, HINGHAM, MA, 100% OWNERSHIP, START 3/2/2016, ZERO HOURS PER MONTH, ZERO DURING TRADING, FINET PRACTICE. PRINCETON HARRIMAN INSURANCE SOLUTIONS, INVT RELATED, SARASOTA, FL, FINANCIAL ADVISOR, START DATE 12/1/2024, 8 HRS PER MONTH AND DURING TRADING, FOR INSURANCE BUSINESS. RENTAL PROPERTY, INVT RELATED, BONITA SPRINGS, FL, 100% OWNERSHIP, START DATE 1/5/2025, 1 HR PER MONTH, 0 HRS DURING TRADING, OWNER OF RENTAL PROPERTY.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1995-03-28 |
| S63 | Uniform Securities Agent State Law Examination | 1988-06-10 |
Reach out to this advisor