Best Investors
Account
Sign in
Best Investors
Account
Sign in
711 High Street, Des Moines, IA 50392 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NC | RA | APPROVED | 2016-06-10 |
Branch Locations
4141 Parklake Ave Ste 450, Raleigh, NC 27612 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Principal Life Insurance Company | Raleigh | NC | 07/1998 | Present |
| Mid-Atlantic Executive Benefits | Raleigh | NC | 07/2013 | Present |
| Principal Securities Inc | Raleigh | NC | 03/2016 | Present |
| Hunter And See Wealth Management | Raleigh | NC | 01/2023 | 08/2025 |
**OUTSIDE INSURANCE. SELLING FIXED LIFE INSURANCE, DISABILITY INSURANCE, LONG TERM CARE INSURANCE AND FIXED ANNUITIES THROUGH VARIOUS CARRIERS. EFFECTIVE 12/28/2012. **WakeEd Partnership; Not Investment Related; Raleigh, NC; Board Member; Finance Committee, help review budget/expenses of organization; Start Date: 01/01/2021; <1 hrs per month; 0 during trading hours.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2016-06-09 |
| S63 | Uniform Securities Agent State Law Examination | 1989-09-25 |
Reach out to this advisor