Best Investors
Account
Sign in
Best Investors
Account
Sign in
400 West Metro Park, Rochester, NY 14623 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2018-01-03 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Cross Track Music, Inc. | Euclid | OH | 11/1992 | Present |
| Noteworthy Federal Credit Union | Cleveland | OH | 03/1999 | Present |
| Berthel Fisher & Company Financial Services Inc | Euclid | OH | 01/2006 | 12/2017 |
| Strategic Financial Solutions | Euclid | OH | 01/2004 | Present |
| Lawrence R. Koval | Euclid | OH | 10/2001 | Present |
| Cross Track Music, Inc Dba Little Fish Records | Cleveland | OH | 10/1992 | Present |
| Lifemark Securities Corp. | Euclid | OH | 01/2018 | Present |
DBA OF STRATEGIC FINANCIAL SOLUTIONS USED FOR SECURITIES BUSINESS 1. WICKLIFFE ITALIAN AMERICAN CLUB-NOT INVESTMENT RELATED-WICKLIFFE, OH-SOCIAL/FRATERNAL ORGANIZATION-MEDIA DIRECTOR FOR ANNUAL FUNDRAISER-1/2005-4 HOURS PER MONTH-0 HOURS PER MONTH DURING TRADING HOURS-RECORD MINUTES OF MEETINGS, MAINTAIN CLUB FILES & RECORDS, PROMOTIONAL ACTIVITIES. 2. CROSS TRACK MUSIC, INC.-NOT INVESTMENT RELATED-2310 Superior Ave, Suite 270,CLEVELAND,OH 44114-RECORD LABEL-PRESIDENT-11/1992-20 HOURS PER MONTH-5 HOURS PER MONTH DURING TRADING HOURS-MUSIC PUBLISHING, ARTIST MANAGEMENT, RECORD LABEL, BOOKING AGENCY. 3. STRATEGIC FINANCIAL SOLUTIONS dba-Investment Related-20301 Blackfoot Ave, EUCLID,OH 44117- independent insurance agent-01/2014-10 HOURS PER MONTH-8 HOURS PER MONTH DURING TRADING HOURS-SALES AND SERVICE of life, health and FIXED INSURANCE PRODUCTS AND ANNUITIES. 4. NOTEWORTHY FEDERAL CREDIT UNION- INVESTMENT RELATED- 1900 Superior Ave, Suite 126,CLEVELAND,OH 44114-CREDIT UNION-BOARD MEMBER-3/1999-2 HOURS PER MONTH-2 HOURS PER MONTH DURING TRADING HOURS-MEMBER OF BOARD OF DIRECTORS THAT SETS POLICY & MONITORS RESULTS OF THE CREDIT UNION, elected to unpaid position.
Reach out to this advisor