Best Investors
Account
Sign in
1450 American Lane 6Th Floor, Suite 650, Schaumburg, IL 60173-2096 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NE | RA | APPROVED | 2023-06-29 |
| TX | RA | APPROVED | 2023-06-29 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Cetera Wealth Services, Llc | El Segundo | CA | 01/2013 | Present |
| Cfg Advisors | Omaha | NE | 12/2022 | Present |
| Cetera Investment Advisers Llc | Schaumburg | IL | 06/2023 | Present |
(1) SALE OF FIXED INSURANCE (LIFE, HEALTH, ANNUITIES). (2) NAME OF OTHER BUSINESS: PALMQUIST, INC. INVESTMENT RELATED: YES ADDRESS: SAME AS REGISTERED LOCATION NATURE OF BUSINESS: DBA FOR FINANCIAL SERVICES START DATE: 1/2012 APX NUMBER OF HOURS PER WEEK: 40 APX NUMBER OF HOURS DURING TRADING HOURS: 32.5 POSITION/TITLE/RELATIONSHIP: PRESIDENT BRIEF DESCRIPTION OF DUTIES: ADVISOR, MEET WITH CLIENTS & FINANCIAL PLANNING, BOOKS & RECORDS (3) NAME OF OTHER BUSINESS: CURNES FINANCIAL GROUP INVESTMENT RELATED: YES ADDRESS: SAME AS REGISTERED LOCATION NATURE OF BUSINESS: FINANCIAL SERVICES START DATE: 1/2008 APX NUMBER OF HOURS PER WEEK: 40 APX NUMBER OF HOURS DURING TRADING HOURS: 32.5 BRIEF DESCRIPTION OF DUTIES: MANAGE MISC OFFICE TASKS & COORDINATE WHOLESALER RELATIONSHIPS ; (4) NAME OF OTHER BUSINESS: RV SHARE & OUTDOORSEY ; INVESTMENT RELATED: NO ; ADDRESS: SAME AS RESIDENTIAL LOCATION ; NATURE OF BUSINESS: CAMPER RENTAL ; START DATE: 08/2020 ; POSITION/TITLE/RELATIONSHIP: CAMPER OWNER APX NUMBER OF HOURS PER WEEK: 2 ; APX NUMBER OF HOURS DURING TRADING HOURS: 2 ; BRIEF DESCRIPTION OF DUTIES: TRAINING RENTERS OPERATION OF TRAILER. POSSIBLE DELIVERY SERVICE AND SETUP OF TRAILER ALSO ; (5) NAME OF OTHER BUSINESS: LIBERTY FIRST CREDIT UNION; INVESTMENT RELATED: YES; ADDRESS: 501 NORTH 46TH STREET LINCOLN, NE 68503; NATURE OF BUSINESS: REFERRALS; START DATE: 11/2022; POSITION/TITLE/RELATIONSHIP: FINANCIAL PROFESSIONAL; APX NUMBER OF HOURS PER WEEK: 40; APX NUMBER OF HOURS DURING TRADING HOURS: 32.5; BRIEF DESCRIPTION OF DUTIES: FINANCIAL SERVICES FOR CLIENT REFERRALS; (6) NAME OF OTHER BUSINESS: CFG ADVISORS ; INVESTMENT RELATED: YES; ADDRESS: SAME AS REGISTERED LOCATION; NATURE OF BUSINESS: FINANCIAL SERVICES; START DATE: 12/2022; POSITION/TITLE/RELATIONSHIP: FINANCIAL PROFESSIONAL; APX NUMBER OF HOURS PER WEEK: 40; APX NUMBER OF HOURS DURING TRADING HOURS: 32.5; BRIEF DESCRIPTION OF DUTIES: DBA FOR FINANCIAL SERVICES;
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2006-11-17 |
Reach out to this advisor