Best Investors
Account
Sign in
Best Investors
Account
Sign in
901 3Rd Avenue South, Minneapolis, MN 55402 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MI | RA | APPROVED | 2023-05-05 |
Branch Locations
175 N. Leroy St., Fenton, MI 48430-3805 • United States
Waterford, MI • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Bank Of America, N.A. | West Bloomfield | MI | 05/2016 | 09/2021 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | West Bloomfield | MI | 05/2016 | 09/2021 |
| Cetera Investment Services Llc | Fenton | MI | 09/2021 | 05/2023 |
| Cetera Investment Advisers Llc | Fenton | MI | 09/2021 | 05/2023 |
| The State Bank | Fenton | MI | 09/2021 | Present |
| Ameriprise Financial Services, Llc | Fenton | MI | 05/2023 | Present |
Independent Insurance Brokering; American National Insurance; 05/01/2022; Fixed Annuity. Outside Employment; ChoiceOne Bank; Financial Advisor; Dual financial advisor with ChoiceOne Bank; 175 N Leroy Street, , Fenton, MI, 48430; Not Investment-Related; 04/16/2025; 40 to 59 hours per month; 1 to 9 during trading hours.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2016-02-18 |
| S63 | Uniform Securities Agent State Law Examination | 2012-04-30 |
Reach out to this advisor