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 |
|---|---|---|---|
| IL | RA | APPROVED | 2012-03-14 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Cetera Financial Specialists Llc | Schaumburg | IL | 08/2011 | Present |
| Leonard Metzl Cpa | Elmhurst | IL | 01/2011 | Present |
| Cetera Investment Advisers Llc | Schaumburg | IL | 03/2012 | Present |
| Metzl Financial Services | Elmhurst | IL | 01/2022 | Present |
1) LEONARD METZL, CPA; NOT INV REL; ELMHURST, IL; TAX PREPARATION OFFICE; START DATE 02/01/15; 40HR/WK DURING TRADING, RECEPTIONIST/SECRETARY DUTIES. 2) NAME OF OTHER BUSINESS: METZL FINANCIAL SERVICES ; INVESTMENT RELATED: YES; ADDRESS: SAME AS REGISTERED LOCATION ; NATURE OF BUSINESS: FINANCIAL SERVICES; START DATE: 01/2022 ; POSITION/TITLE/RELATIONSHIP: FINANCIAL PROFESSIONAL ; APX NUMBER OF HOURS PER WEEK: 40 ; APX NUMBER OF HOURS DURING TRADING HOURS: 32.5 ; BRIEF DESCRIPTION OF DUTIES: DBA FOR FINANCIAL SERVICES ;
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2012-03-13 |
| S63 | Uniform Securities Agent State Law Examination | 2011-10-24 |
Reach out to this advisor