Best Investors
Account
Sign in
Best Investors
Account
Sign in
353 East 54Th Street Ste. 3W, New York, NY 10022 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2021-08-26 |
Branch Locations
353 East 54Th Street Ste. 3W, New York, NY 10022 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Beekman Financial Planning Llc | New York | NY | 10/2012 | Present |
2012-PRESENT: LIFE INSURANCE AGENT/VARIOUS CARRIERS/NEW YORK, NY/INDEPENDENT AGENT/MAY INVOLVE UP TO 10% OF TIME PER MONTH INCLUDING DURING MARKET HOURS.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1998-08-05 |
| S63 | Uniform Securities Agent State Law Examination | 1998-07-27 |
Reach out to this advisor