Best Investors
Account
Sign in
Best Investors
Account
Sign in
538 Preston Avenue, Meriden, CT 06450-4858 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NJ | RA | APPROVED | 2024-03-21 |
Branch Locations
3040 Route 22 West Building 2, Branchburg, NJ 08876 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Financial Resources Federal Credit Union | Bridgewater | NJ | 11/2006 | Present |
| Osaic Institutions, Inc. | Meriden | CT | 03/2024 | Present |
| Cuso Financial Services, Lp | San Diego | CA | 11/2006 | 03/2024 |
Name of the other business: Financial Resources FCU (401K) Investment-related:yes Address of the other business: 520 Rt 22 East Bridgewater, NJ Your position or title: Committee member Nature of the other business: financial Institution Start date: 5/23/2013 Approximate number of hours/month: 4 Approximate number of hours during trading hours: 4 Briefly describe your duties relating to the other business: Review investment performance and discuss current and future investment strategy with plan trustees and administrator. Compensation: no
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2001-11-05 |
| S63 | Uniform Securities Agent State Law Examination | 2000-07-27 |
Reach out to this advisor