Best Investors
Account
Sign in
Best Investors
Account
Sign in
233 S Wacker Dr. Suite 9750, Chicago, IL 60606 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2019-03-25 |
| IL | RA | APPROVED | 2016-07-18 |
Branch Locations
233 S Wacker Dr. Suite 9750, Chicago, IL 60606 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Purshe Kaplan Sterling Investments | Albany | NY | 07/2016 | Present |
| Altman Advisors | Chicago | IL | 07/2016 | Present |
1. Altman Advisors-Investment related-233 S. Wacker Drive, Ste 9750, Chicago, IL 60606-Financial Services- Chief Executive Officer & Senior Portfolio Manager-7/2016-160 hrs/mth-8 during trading hrs-Provides any and all functions in the operation of an RIA and portfolio management, financial planning, etc. for clients. 2. Purshe Kaplan Sterling Investments, Inc; Registered Representative; 07-2016; offers brokerage products to RIA clients. 3. Fixed Insurance - Various Carriers. 233 South Wacker Drive, Suite 9750. Chicago, IL 60606. Fixed Insurance. Broker. 12/2016. 2 Hrs/Mo; All During Trading Hours. Broker of Fixed Insurance with Various Companies through Altman Advisors.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2004-08-04 |
Reach out to this advisor