Best Investors
Account
Sign in
Best Investors
Account
Sign in
11440 North Jog Road, Palm Beach Gardens, FL 33418-3764 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2021-03-31 |
Branch Locations
11440 North Jog Road, Palm Beach Gardens, FL 33418-3764 • USA
4 Executive Park Drive, Albany, NY 12203 • United States
11440 North Jog Road, Palm Beach Gardens, FL 33418-3764 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Peter V. Laurenzo, Cfp | Albany | NY | 01/2005 | Present |
| Town Of Schodack Police Dept. | Schodack | NY | 05/2005 | Present |
| Gwn Securities | Palm Beach Gardens | FL | 06/2005 | Present |
| Northeast Wealth Management, Llc. | Albany | NY | 01/2004 | Present |
| College Aid Planning Associates, Inc. | Albany | NY | 01/2004 | Present |
TAX PREPARATION AND COLLEGE PLANNING INSURANCE (LIFE, DISABILITY, FIXED ANNUITIES) POSITION: FINANCIAL CONSULTANT NATURE: INSURANCES INVESTMENT RELATED: YES HOURS: 120 INVESTMENT RELATED HOURS: 120 START DATE: 06/01/2005 ADDRESS: 4 EXECUTIVE PARK DRIVE, ALBANY NY 12203 DESCRIPTION: SALE OF INSURANCE PRODUCTS. (LIFE, DISABILITY, AND FIXED ANNUITIES) NORTHEAST WEALTH MANAGEMENT, LLC. POSITION: CEO NATURE: INCOME TAX PLANNING AND PREPARATION INVESTMENT RELATED: NO NUMBER OF HOURS: 120 INVESTMENT RELATED HOURS: 120 START DATE: 01/01/2004 ADDRESS: 4 EXECUTIVE PARK DRIVE, ALBANY NY 12203 DESCRIPTION: PLAN AND PREPARE PERSONAL AND SMALL BUSINESS TAX RETURNS
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2005-07-15 |
Reach out to this advisor