Best Investors
Account
Sign in
Best Investors
Account
Sign in
7333 East Doubletree Ranch Rd, Suite 120, Scottsdale, AZ 85258 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IL | RA | APPROVED | 2020-02-06 |
| TX | RA | APPROVED_RES | 2020-01-17 |
Branch Locations
7333 E Doubletree Ranch Rd Ste 120, Scottsdale, AZ 85258 • United States
6836 W. North Ave, Chicago, IL 60707 • United States
Hollywood, FL • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Cutrera Financial Llc | Chicago | IL | 01/2011 | Present |
| Proequities, Inc | Lake In The Hills | IL | 11/2011 | 01/2020 |
| United Planners Financial Services | Scottsdale | AZ | 01/2020 | Present |
| Ifc National Marketing Insurance | Rochester | MN | 01/2020 | Present |
1.) CUTRERA FINANCIAL - DBA ONLY, PERSONAL FINANCIAL ADVISOR, PRESIDENT CUTRERA FINANCIAL - DBA NAME FOR MARKETING PURPOSES ONLY - CHICAGO, IL - SINCE 11/2010 - INVESTMENT RELATED 2.) IFC NATIONAL MARKETING INSURANCE - INSURANCE PRODUCER - NON-VARIABLE INSURANCE - ROCHESTER MN - SINCE 01/2020 - INVESTMENT RELATED
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2008-02-25 |
| S63 | Uniform Securities Agent State Law Examination | 2002-12-06 |
Reach out to this advisor