Colette Rebecca Bitzas

Current Employers

Employment History

• 05/2002 → Present
  Poh'S Institute
  Westbury, NY
• 06/2002 → Present
  Mas Planning Services
  Stony Brook, NY
• 07/2010 → 10/2024
  American Portfolios Financial Services, Inc.
  Holbrook, NY
• 10/2024 → Present
  Osaic Wealth, Inc.
  Scottsdale, AZ

Previous Registrations

• 2018-01-02 → 2024-10-11
  American Portfolios Advisors, Inc
  Holbrook, NY
• 2010-12-07 → 2018-03-27
  Professional Planning Services
  Holbrook, NY
• 2010-07-27 → 2010-12-31
  American Portfolios Advisors, Inc
  Holbrook, NY
• 2008-01-18 → 2010-07-26
  Equitable Advisors, Llc
  Melville, NY

Other Businesses

1. PPS ADVISORS, INC. - INSURANCE AND FIXED ANNUITIES, NOT INVESTMENT RELATED, START DATE = 01/2018, 10 HRS./MO. 2. PPS ADVISORS LIFE, LLC POSITION: Sales NATURE: LLC MANAGEMENT & FIXED INSURANCE SALES INVESTMENT RELATED: No NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 10 START DATE: 01/01/2013 ADDRESS: 4250 Veterans Memorial Hwy, Ste 100E, Holbrook NY 11741, United States DESCRIPTION: Sales of insurance products. Assist other members with knowledge of products 3. M. A. S. PLANNING SERVICES INC. POSITION: President NATURE: S Corp GROUP HEALTH and Life INSURANCE TEACHING Consulting INVESTMENT RELATED: No NUMBER OF HOURS: 8 SECURITIES TRADING HOURS: 1 START DATE: 06/02/2002 ADDRESS: 7 Carriage Lane, Setauket NY 11733, United States DESCRIPTION: Sales of insurance products (non-variable) Occasional teaching in the insurance industry Consulting on insurance business 4. CARRIAGE TOWN LLC POSITION: Buy/sell investment real estate for personal investment NATURE: LLC Partnership REAL ESTATE INVESTMENT RELATED: No NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 0 START DATE: 09/01/2017 ADDRESS: 7 Carriage Lane, Setauket NY 11733, United States DESCRIPTION: Manage property and collect rents and pay bills. Manage purchase or sale of the property. 5. PPS ADVISORS, INC. POSITION: Director of Financial Planning NATURE: S Corp 6. INSURANCE AND FIXED ANNUITIES INVESTMENT RELATED: Yes NUMBER OF HOURS: 40 SECURITIES TRADING HOURS: 20 START DATE: 01/01/2018 ADDRESS: 4250 Veterans Memorial Hwy, Ste 100E, Holbrook NY 11741, United States DESCRIPTION: Create plans and sell insurance 7. 3 VILLAGE CHAMBER OF COMMERCE POSITION: Vice President NATURE: Non-profit organization INVESTMENT RELATED: No NUMBER OF HOURS: 3 SECURITIES TRADING HOURS: 2 START DATE: 01/01/2018 ADDRESS: 286 Main St, Setauket NY 11733, United States DESCRIPTION: Promote local business owners within the community. 8. MIRIKYGACO LLC POSITION: member NATURE: LLC Partnership INVESTMENT RELATED: Yes NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 06/18/2024 ADDRESS: Registered Agent, 418 Broadway, Ste R, Albany NY 12207, United States DESCRIPTION: none

Exams

• S66 Uniform Combined State Law Examination
  2007-11-16
• S63 Uniform Securities Agent State Law Examination
  1990-03-28

Designations

Other Names

• Colette Rebecca Frey
• Colette Rebecca Frey-Bitzas