Best Investors
Account
Sign in
18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NV | RA | APPROVED | 2024-01-19 |
| TX | RA | APPROVED_RES | 2024-01-19 |
Branch Locations
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 |
|---|---|---|---|---|
| Sunrise Med. Center | Las Vegas | NV | 05/1992 | Present |
| Massachusetts Mutual Life Insurance Comp | Springfield | MA | 01/1995 | Present |
| Woodbury Financial | Woodbury | MN | 09/2005 | 01/2024 |
| Osaic Wealth, Inc. | Henderson | NV | 01/2024 | Present |
1) FLANAGAN FINANCIAL SERVICES; INVT REL; 1522 W. WAR SPRINGS RD, HENDERSON NV 89014; EMPLOYEE BENEFITS, HEALTH AND GROUP BENEFITS; BROKER; START 02/01/1994; 8 HRS/MO, NONE DURING TRADING; REFER TO BROKER WHO SPECIALIZES IN GROUP PLANS. 2) JARED A FLANAGAN; NONINVT REL; 308 MOUNT HOPE ST, HENDERSON NV 89014; DISTRIBUTION TRUSTESS FOR PATTI BILOTTI TRUST; DISTRIBUTION TRUSTEE; START 08/01/2012; DEVOTE ZERO HOURS; WILL APPROVE DISTRIBUTIONS FROM TRUST IF GRANTOR BECOMES INCAPACITATED OR DIES. 2) JARED A FLANAGAN - FIXED INSURANCE POSITION: Broker/Agent NATURE: Sole Proprietor INVESTMENT RELATED: Yes NUMBER OF HOURS: 4 SECURITIES TRADING HOURS: 0 START DATE: 02/01/2001 ADDRESS: 1522 W. Warm Springs Rd, Henderson NV 89014, United States DESCRIPTION: Fixed Insurance, Disability Insurance, Health Insurance sales 3) FLANAGAN FINANCIAL SERVICES - DBA POSITION: Owner NATURE: Disclose DBA INVESTMENT RELATED: Yes NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 09/01/2012 ADDRESS: 1522 W. Warm Springs Rd, Henderson NV 89014, United States DESCRIPTION: Disclosing DBA - Flanagan Financial Services
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1998-07-09 |
| S63 | Uniform Securities Agent State Law Examination | 1995-02-16 |
Reach out to this advisor