Best Investors
Account
Sign in
Best Investors
Account
Sign in
1450 American Lane 6Th Floor, Suite 650, Schaumburg, IL 60173-2096 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2023-02-27 |
| IL | RA | APPROVED | 2005-12-08 |
Branch Locations
3330 Old Glenview Road Suite 7, Wilmette, IL 60091 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Marvin M. Siegel Cpa Pc | Wilmette | IL | 09/1976 | Present |
| Cetera Financial Specialists Llc | Schaumburg | IL | 05/2004 | Present |
| Cetera Investment Advisers Llc | Schaumburg | IL | 11/2005 | Present |
| Siegel Accounting & Financial Services | Wilmette | IL | 09/2009 | Present |
1) MARVIN M. SIEGEL CPA PC, NOT INV REL, ACCTG AND TAX FIRM, PRESIDENT/CPA, SINCE 1976, 40H/WK, PARTNER: STEVEN M. SIEGEL, SECRETARY 40% OWNER: 2) SIEGEL ACCOUNTING & FINANCIAL SERVICES, WILMETTE, IL; ACCOUNTING PRACTICE AND DBA NAME FOR INVESTMENT PRACTICE- INV RELATED; START DATE 09/2009: 3) TRUSTEE FOR CLIENT TRUST; INVESTMENT RELATED: 4) NAME OF OTHER BUSINESS: FIXED INSURANCE WITH VARIOUS COMPANIES; INVESTMENT RELATED: YES; ADDRESS: SAME AS REGISTERED LOCATION; NATURE OF BUSINESS: FIXED INSURANCE; START DATE: 10/2021; APX NUMBER OF HOURS PER WEEK: VARIES; APX NUMBER OF HOURS DURING TRADING HOURS: VARIES; POSITION/TITLE/RELATIONSHIP: INSURANCE AGENT BRIEF DESCRIPTION OF DUTIES: SELLS HEALTH;
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2005-12-07 |
| S63 | Uniform Securities Agent State Law Examination | 1991-10-22 |
Reach out to this advisor