Best Investors
Account
Sign in
Best Investors
Account
Sign in
1 Enterprise Drive, Suite 405, Shelton, CT 06484 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CT | RA | APPROVED | 2017-01-05 |
Branch Locations
1 Enterprise Drive, Suite 405, Shelton, CT 06484 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Senior Financial Advisors, Inc | Shelton | CT | 02/2006 | Present |
William Leavitt is a licensed independent insurance agent since 1995, for sales commissions, he may recommend to clients the purchase of insurance and/or annuity products from various insurance companies. Estimated hours per week is 15 hours
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1999-06-29 |
| S63 | Uniform Securities Agent State Law Examination | 1993-12-17 |
Reach out to this advisor