Best Investors
Account
Sign in
Best Investors
Account
Sign in
72096 Ramos Avenue Suite D, Covington, LA 70433 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| GA | RA | APPROVED | 2024-06-03 |
| TX | RA | APPROVED | 2024-05-29 |
Branch Locations
7000 Peachtree Dunwoody Rd Ne Building 6, Suite 100, Atlanta, GA 30328 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Beam Wealth Advisors (F/K/A Benedetti, Gucer & Associates) | Atlanta | GA | 03/2013 | Present |
| Purshe Kaplan Sterling Investments | Albany | NY | 03/2013 | Present |
1) BEAM WEALTH ADVISORS, INC (DBA BENEDETTI, GUCER & ASSOCIATES). INVESTMENT RELATED. AT REGISTERED LOCATION. RIA. FINANCIAL ADVISOR - 03/2013 - 160 HRS/MONTH - INVESTMENT MANAGEMENT, SECURITIES TRADING, CLIENT FINANCIAL PLANNING. 2) PKS FINANCIAL SERVICES; INVESTMENT RELATED 80 STATE ST, ALBANY, NY 12207; FIXED INSURANCE; INSURANCE AGENT; SALES & SERVICE OF FIXED LIFE INSURANCE & ANNUITY CONTRACTS START DATE: 5/14/2013 3) Business Networking International. Non-Investment Related. Located at 11525 N. Community Rd, #475, Charlotte, NC 28277. Networking Group. Committee member. Start: 10/2022. 8hrs/mo, 4 during trading hours. Review new member applications.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2003-01-11 |
Reach out to this advisor