Best Investors
Account
Sign in
Best Investors
Account
Sign in
151 N 8Th Street, Suite 450, Lincoln, NE 68508 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NJ | RA | APPROVED | 2023-04-12 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Allstate Insurance Co | Northbrook | IL | 01/2005 | Present |
| Patpatia & Associates, Inc | Berkeley | CA | 10/2008 | 07/2024 |
| Considine Sharer & Associates | Forked River | NJ | 01/2012 | Present |
| Sharer & Associates | Forked River | NJ | 03/2005 | Present |
| Vien Sharer & Associates | River | NJ | 11/2024 | Present |
| Allstate Financial Advisors Llc | Lincoln | NE | 04/2023 | Present |
| Allstate Financial Services Llc | Lincoln | NE | 01/2005 | Present |
SHARER & ASSOCIATES POSITION: President NATURE: No active engagements & none foreseen in the immediate future. Focus will be on providing marketing, operations & management consulting/coaching services to P&C agency owners. INVESTMENT RELATED: No NUMBER OF HOURS: 4 SECURITIES TRADING HOURS: 4 START DATE: 07/01/2022 ADDRESS: 421 S Main St, Forked River NJ 08731, United States DESCRIPTION: 1:1 and/or group coaching services working with agency owners to improve their personal effectiveness and the productivity of their agencies. WILTON RE POSITION: Personal Financial Representative NATURE: Renewal and/or trail commissions INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 01/01/2025 ADDRESS: 20 Glover Avenue, 4th Floor, Norwalk CT 06850, United States DESCRIPTION: None at present. Commission renewal and/or trails on existing policies STANDARD INSURANCE COMPANY POSITION: Personal Financial Representative NATURE: Renewal and/or trail commissions INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 01/01/2025 ADDRESS: 1100 SW Sixth Avenue, Portland OR 97204, United States DESCRIPTION: None at present. Commission renewal and/or trails on existing policies EVERLAKE LIFE INSURANCE POSITION: Personal Financial Representative NATURE: Renewal and/or trail commissions INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 01/01/2025 ADDRESS: 3100 Sanders Road, Ste 303, Northbrook IL 60062, United States DESCRIPTION: None at present. Commission renewal and/or trails on existing policies
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1995-11-02 |
| S63 | Uniform Securities Agent State Law Examination | 1992-02-25 |
Reach out to this advisor