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 |
|---|---|---|---|
| WA | RA | APPROVED | 2023-06-29 |
Branch Locations
16521 13Th Ave W Ste 106, Lynnwood, WA 98037 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Stein Financial Services | Lynnwood | WA | 11/1998 | Present |
| Voya Financial Advisors | Lynnwood | WA | 09/2014 | 06/2021 |
| Cetera Wealth Services, Llc | El Segundo | CA | 06/2021 | Present |
| Cetera Investment Advisers Llc | Schaumburg | IL | 06/2023 | Present |
NAME OF ENTITY: Independent Insurance Agent; Yes; 16521 13TH AVE W STE 106; LYNNWOOD; WA; 98037; fixed insurance sales; independent insurance agent; 9/13/1999; 10; 0; sales of fixed insurance products|NAME OF ENTITY:Stein Financial Services; Yes; 16521 13TH AVE W. STE 106; LYNNWOOD; WA; 98037; FINANCIAL SERVICES/DBA; OWNER; 1/1/2000; 160; 80; DBA for insurance and securities|
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1999-09-09 |
Reach out to this advisor