Best Investors
Account
Sign in
Best Investors
Account
Sign in
18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2024-10-11 |
Branch Locations
4211 N. Buffalo St. Suite 3, Orchard Park, NY 14127 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Various Insurance Companies | East Aurora | NY | 03/2003 | Present |
| Morrow Financial Services | East Aurora | NY | 03/2003 | Present |
| American Portfolios | East Aurora | NY | 03/2007 | 10/2024 |
| Osaic Wealth, Inc. | Scottsdale | AZ | 10/2024 | Present |
MORROW FINANCIAL SERVICES POSITION: Licensed Insurance Agent NATURE: Morrow Financial Services is structured as a Sole Proprietorship. INVESTMENT RELATED: Yes NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 5 START DATE: 09/01/1994 ADDRESS: 4211 N. Buffalo St., Suite 3, Orchard Park NY 14127, United States DESCRIPTION: Sales of fixed annuities, fixed life insurance, long term care insurance, disability insurance through several general agents.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1999-12-20 |
| S63 | Uniform Securities Agent State Law Examination | 1993-10-20 |
Reach out to this advisor