Best Investors
Account
Sign in
Best Investors
Account
Sign in
51 Madison Avenue 12Th Floor, New York, NY 10010 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2024-10-10 |
| MA | RA | APPROVED | 2011-06-23 |
| CT | RA | APPROVED | 2011-06-21 |
Branch Locations
351 Pleasant Street Suite D, Northampton, MA 01060 • United States
235 Greenfield Road, South Deerfield, MA 01373 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| New York Life Insurance Company | Windsor | CT | 05/2011 | Present |
| Nylife Securities Llc | Northampton | MA | 06/2011 | Present |
| Eagle Strategies Llc | Northampton | MA | 06/2011 | Present |
| Ostberg & Associates Financial Services And Insurance | Northampton | MA | 07/2011 | Present |
| Crossman Financial Services And Insurance | So. Deerfield | MA | 02/2021 | Present |
[APPOINTED WITH OUTSIDE INSURANCE CARRIERS FOR THE PURPOSE OF BROKERING NON-REGISTERED INSURANCE PRODUCTS: INVESTMENT RELATED; INSURANCE BROKER; START DATE 5/2011] [OPERATING UNDER THE DBA NAME OF OSTBERG & ASSOCIATES FINANCIAL SERVICES AND INSURANCE FOR THE PURPOSE OF SELLING NEW YORK LIFE PRODUCTS AND SERVICES AS WELL AS BROKERING NON-REGISTERED INSURANCE PRODUCTS; INVESTMENT RELATED; ASSOCIATE; SO. NORTHHAMPTON MA; START DATE: 7/2011] [DBA OSTBERG & ASSOCIATES FINANCIAL SERVICES AND INSURANCE, TO BE USED FOR SALES OF ALL PRODUCTS; START DATE 7/2011; INVESTMENT RELATED] [Ostberg & Associates Enterprise, LLC; Myself and three other NYL agents from our DBA purchased a unit in our building for investment purposes. The current tenants are other NYL agents.; 351 Pleasant Street Unit D, Northampton, MA 01060; Start Date 01/2019; Role/Title: Partner; Investment Related; 1 hours per month; 0 hours per month during securities trading hour [Greenfield/Northampton Cooperative Bank; Corporator for Greenfield/Northampton Cooperative Bank. Community Bank; P.O. Box 1345, Greenfield, MA 01302-1345; Start Date 07/2021; Role/Title: Corporator; Investment Related; 0 hours per month; 0 hours per month during securities trading hours;Attend annual meeting] [OPERATING UNDER THE DBA NAME OF CROSSMAN FINANCIAL SERVICES AND INSURANCE FOR THE PURPOSE OF SELLING NEW YORK LIFE PRODUCTS AND SERVICES AS WELL AS BROKERING NON-REGISTERED INSURANCE PRODUCTS; INVESTMENT RELATED; ASSOCIATE; SO. DEERFIELD, MA; START DATE: 02/2021]
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2004-02-27 |
| S63 | Uniform Securities Agent State Law Examination | 2002-04-29 |
Reach out to this advisor